Before Bob began working with Exencial, he served as a financial planner for The Ayco Company, LP, a Goldman Sachs Company, providing Executives of Fortune 500 firms comprehensive wealth counseling. Following Ayco, he served as a Director of Financial Planning and as an Advisor for several different independent investment advisory firms in Dallas.
Bob graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning in 2004. As a CERTIFIED FINANCIAL PLANNER™ (CFP® practitioner), he enjoys helping clients achieve their financial goals and dreams. He is also an IRS Enrolled Agent (EA) which allows him to better serve clients on tax planning matters. He is a registered investment advisor representative and has a Life and Health insurance license in the State of Texas. Bob is an active member of the Financial Planning Association and Dallas Estate Planning Council.
Bob and his wife Teresa live in Plano where they homeschool their four children. He loves spending time with his kids doing anything outdoors. He actively participates with the Knights of Columbus at St. Mark Catholic Church and serves on the Foundation Board at the Texas Pool. Bob is also a big Texas Tech Red Raider, Rangers, and Cowboys fan.
Estate Planning Team