About
Bobby joined FCS in 2021 as a Family Office Associate and has worked his way up to become a Private Wealth Advisor. Born and raised in Kansas City, Bobby has developed a passion and specialty for helping families achieve financial freedom by spending time developing a purpose for his client’s wealth.
As an avid triathlete, Bobby spends time outside the office continually training to compete in long-distance triathlons and marathons with his wife, Hannah. He also enjoys cooking, playing golf, watching hockey, and is a member of the Kansas City Gaelic Athletic Club. Prior to FCS, he attended the University of Kansas Business School where he was a member of the KU Water Ski Club and the Beta Theta Pi fraternity. Bobby is a firm believer in being a lifelong learner, and post-graduation completed a Financial Planning Certificate Program through Northwestern University.
Education
Bachelor of Science – Business Administration, University of Kansas, 2021
Certified Financial Planner Certification, Northwestern University, 2023
Licenses & Certifications
Professional Selling Certificate – University of Kansas, 2021
Securities Industry Essentials Exam, 2021
Series 7, General Securities Representative Registration, 2021
Series 66, Uniform Combined State Law Examination, 2022
Accomplishments
Robert is highly active in his community, lending his talents as the Milburn Country Club Head Swim Coach from 2018 to 2020 while also serving as a Cystic Fibrosis Foundation Advocate. He was the Co-Founder and Chairman for Serving Up a Cure KC from 2015 to 2017.
