After graduating from Rockhurst University in 1980 with a bachelor’s degree in business administration, Bob entered the financial services industry. As a financial advisor and previous branch director, he has over 40 years of experience in helping individuals and their families reach their financial goals. Bob passed the Series 7, 63 and 65 exams and holds the designation of senior portfolio manager – Portfolio Focus and Accredited Investment Fiduciary (AIF®). Bob creates client portfolios through RBC Wealth Management’s Portfolio Focus program, which is a personalized portfolio management program for which only a select group of RBC Wealth Management’s financial advisors qualify.
For clients enrolled in Portfolio Focus, Bob can make decisions on your behalf, which can help you simplify your life. Bob conducts financial education seminars at many churches, companies, unions and credit unions throughout the Kansas City area.
On a personal note, Bob lives in Liberty, Missouri, with his wife, Cathy. They are blessed with two daughters, Debbie and Lisa; two sons-in law, Justin Ebert and Reza Alizadeh; and five amazing grandchildren; Canyon, Sophie and Brooks Ebert; and Nima and Safa Alizadeh. Bob enjoys spending time and vacationing with his family, riding his Harley Davidson motorcycle, scuba diving, golfing and sailing.
