Bobbi is passionate about holistic financial planning and has been an advisor in the industry since 2003. Bobbi is highly credentialed and dedicated to learning and growing. She loves spending time with her family, husband Sean and two wonderful children, Cara and Colin. They round off their family with a chocolate lab named Scout. Bobbi enjoys golfing, family walks, planning annual family experiences, and a good crossword puzzle.
She holds the following designations -
Certified Financial Planner™, Chartered Financial Consultant™, Chartered Life Underwriter™, Chartered Advisor for Senior Living™, Accredited Portfolio Management Advisor℠, and Behavioral Financial Advisor™.
Personal Core Values - Faith, Loyalty, Wealth, Ethics, Family
