Focus
Bobby joined his father and brother in 2015 and brings a creative, detail-oriented mind to every plan he builds. He works with high-net-worth families and business owners on investment planning, retirement strategy, and the more complex corners of wealth management — always starting with the plan and letting everything else follow from there.
He earned his bachelor’s and master’s in accountancy from the University of Missouri’s Trulaske College of Business and holds three designations: CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and Certified Investment Management Analyst®. Together they reflect both depth in planning and discipline in how money is managed, which is why Bobby also sits on the firm’s investment committee.
He believes simplicity, transparency, and long-term thinking are not just investment principles. They are how you build a practice worth trusting. He and the team were named to the Forbes Best-in-State Wealth Management Teams list in 2026.
Outside the Office
Bobby and his wife, Meagan, are raising three children and are deeply rooted in their Catholic faith. Meagan founded The Reveye Initiative, a nonprofit school in rural Haiti, where Bobby serves as CFO. When he is not working or volunteering, he is most likely with his family — or reminding Jimmy that he is the more handsome brother.
