Originally from Charlotte, North Carolina, Bob joined Patriot Investment Management in 2018 and serves as a Financial Planner and Investment Manager. He enlisted in the Army in 1976 and was later commissioned into the Infantry from the United States Military Academy in 1982. Bob culminated his 35-year career, serving from Private to Colonel, retiring from the Army in 2012. Since military retirement, Bob has worked for a knowledge management company, served as an “Educational Consultant” in Dubai, United Arab Emirates, and worked with a software solution company.
Bob holds a BS in General Engineering from the United States Military Academy, a MS in Computer Science and Artificial Intelligence, and equivalent in Operations Research and Systems Analysis from Naval Postgraduate School, and a Master’s in Strategic Studies and Advanced Strategic Arts from the U.S. Army War College. He is a Certified Knowledge Manager and a Certified Assistant Professor. Bob has also completed the Dave Ramsey Financial Coach Master Training. He is a member of an international financial coach mastermind group, Coach Connections and holds a Financial Industry Regulatory Authority (FINRA) Series 65 license.
Bob is passionate about life-long learning, sharing knowledge, and solving problems. After an exciting personal finance class at West Point, Bob put that knowledge into practice assisting soldiers and their families. He and his wife of over 36 years, raised a family with five children, across 19 moves, on a single military income, while maintaining a disciplined investment program. He was able to evaluate numerous financial approaches from Warren Buffet to Dave Ramsey before becoming a client, then an adviser at Patriot Investment Management.
He and his wife Lauren enjoy history, travel, health and fitness, sharing time with their family and friends.