About Bob
Implementing customized, wholistic, needs-based financial strategies for both individual and corporate clients is Bob’s focus as a financial advisor at Tax Favored Benefits. Bob leverages his listening skills and analytical capacity as a foundation to help his clients navigate today’s complex financial world. He is guided by a grounded value-set and a genuine desire to create lasting relationships that ultimately help clients achieve their financial goals. His clients find value and reassurance in his intuitive and instinctive ability to solve complex financial problems. Bob understands that his clients’ financial goals change over time and he is committed to be there, step by step, along that journey.
Bob is Life, Disability, and Health Insurance Licensed in Kansas and Missouri and holds his FINRA Series 7 and 66 registrations. He earned his Bachelor of Science Degree in Business Administration and Management from Emporia State University.
Bob is a life-long Johnson County resident with strong community ties. Bob and his wife, Rita, enjoy spending time with their daughter, Maddie, and grandson, Daxtin. Besides spending time with Daxtin, you will likely find Bob kayak fishing on one of many local waterways. Bob also enjoys golfing at many of Kansas City’s wonderful golf courses. All the years Bob spent in the Fine Dining industry have cultivated his passion for enjoying food and wine with friends.
Education
Bachelor's of Science
Business Administration and Management
Emporia State University
Certifications & Licenses
FINRA Series 7, 66