Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. He is a recipient of the FIVE STAR Wealth Manager (2019-2023)*. Outside of work, Bobby is an avid concertgoer and enjoys spending time with family and friends. He has also served as an ambassador for the Juvenile Diabetes Research Foundation. He resides in Ellicott City, MD with his wife Emily and their two children Mackenzie and Robert.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.