For over 35 years Bob has partnered with clients to help them prepare financially for retirement and beyond.
Helping clients envision, plan for, and move into retirement is what Bob loves. He gets great satisfaction from watching each individual retirement income plan unfold so clients can relish in the lives they’ve been planning and dreaming about for years. Bob has written several articles around retirement income planning.
He also gets great satisfaction growing the Meridian team of advisors into an enduring firm, assisting even more clients. Meridian’s focus is on three types of clients: Retiree’s, Business Owners, and Athletes. Meridian has been recognized with several awards over the years, including the Forbes Top Wealth Advisors List and Wealth Management’s Fastest Growing Advisors List.
After graduating from UNC Charlotte with a B.A. in Economics, he began his career in financial services. Bob has the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He lives in Cary, NC with his wife Lisa. They have three children Brian, Megan, and Sam, and three grandchildren. He enjoys tennis, golf, and reading.
