Not only has he helped us achieve our personal and professional goals, we also know he has our best interest in mind and that our objectives are aligned.
Trust is made up of character and competence and, as we were choosing our financial advisor, both were at the top of our evaluation list. Bobby has exceeded both of these over the last 7+ years of us working together. Not only has he helped us achieve our personal and professional goals, we also know he has our best interest in mind and that our objectives are aligned. Bobby has become an extension of our family and business and we would highly recommend his services to anyone interested in developing a true partnership with their financial advisor. ~ Mimi K ~