Bob brings to the table over 40 years of extensive experience in many phases of the financial industry. After earning his B.A. and M.B.A. in Accounting and Finance at SMU, his many professional credentials include such milestones as becoming one of the first Certified Financial Planner Professional in the country having earned his designation in 1983. Other designations include Chartered Financial Consultant, Certified Long-Term Care advisor and Chartered Life Underwriter. He possesses numerous security registrations as a Registered Representative of MML Investors Services, LLC, and is a graduate of the College of Financial Planning and the American College and a member of the Dallas Estate Planning Council.
His many awards and accolades include being a main platform speaker at several national conventions, Representative of the Year for the Dallas Association of Life Underwriters and a featured speaker throughout the industry. Bob's past and current professional positions include President of the Massachusetts Mutual Life Insurance Company (MassMutual) National Agents Association, President of the Dallas Association of Life Underwriters, member of the Elite American Association of Life Underwriters and Board Member of the Dallas Estate Planning Council. His numerous civic clubs and organizations include being a Paul Harris Fellow in the Rotary International, President of the North Texas Multiple Sclerosis Society, the SMU Planned Giving Advisory Council, a life member of the SMU Letterman's Association, SMU fundraising activities, a member of Highland Park United Methodist Church, a graduate of Leadership Dallas, and a multitude of other boards and organizations.
Bob came to Dallas as a walk-on with Southern Methodist University's Top Ten rated swim team. By graduation, he was a nationally ranked long distance swimmer, having competed and trained all over North America. He and his wife, Janis are lifetime residents of University Park. Janis is recognized as being active throughout the Dallas community in many civic and charitable organizations, while their children, Mark and Christy, are both married and employed in the Dallas area.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies