The Art of Wealth Management team is pleased to have Bobby as our Risk Management Specialist. He is our in-house consultant for all things insurance, including life insurance, long-term care planning, annuities, and disability insurance. Bobby strives to deliver in-depth education on the insurance recommendations made, and acts as a guide through the entire process from application to underwriting, and eventually placement. He can also provide ongoing maintenance and management.
With an extensive list of A+ rated insurance companies and their respective product lines, Bobby can provide an independent approach to solving the insurance needs of Art of Wealth Management’s clients. Insurance and risk protection plays a vital role in helping ensure our clients are covered appropriately based on their planning needs.
Outside of work, Bobby enjoys spending as much time as possible with his family. He and his wife, Elle, love traveling the world together. Otherwise, his free time is spent enjoying outdoor activities.