As the CEO and Wealth Consultant of Authentic Wealth Partners, Bobbie works from a genuine commitment to serve and help clients establish a clear financial path forward. It is a sacred duty to co-steward not only the assets clients so diligently accumulate over the years, but to help shape and build dreams, goals and lasting legacy.
Bobbie empowers clients by helping them to identify the “why” behind what they do. She carefully assesses the needs and desires of each client and creates comprehensive plans that match their unique circumstances. She helps manage all aspects of the client’s total financial picture: retirement, education, estate and tax planning strategies, as well as risk and investment management. Her efforts can bring confidence to individuals, families and small-business owners. She’s devoted to ensuring that clients are on track to fulfill their life purpose.
After putting herself through college with multiple scholarships and three jobs, Bobbie graduated Summa Cum Laude from Marymount University in Human Resource Management. She began work in the finance industry upon graduation. After nearly 20 years in the field, she acquired the practice, formerly Investment Planning Solutions, from her longtime business partner. Bobbie rebranded the firm as Authentic Wealth Partners, reflecting Bobbie’s authentic, genuine approach to her craft of financial planning.
As a financial professional who grew up investing in stocks from an early age, Bobbie’s enthusiasm for finance is an integral part of her—and her family’s—life. Bobbie, her husband, Jesse, and her three stepsons—Tristan, Brayden and Doc— are an Air Force family, so she understands the unique situations military families face. She lives by her personal financial motto: Give. Save. Live on the rest.
PROFESSIONAL LICENSES & DESIGNATIONS:
- Certified Financial Planner® (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- FINRA Series 7 (held through LPL Financial)
- FINRA Series 66 (held through LPL Financial)
- Life, Health, Variable licensed Life, Health, Variable licensed (held through LPL Financial)
PASSIONS:
- A warm, happy home
- Work to be proud of
- Bubba & Tucker, her brindle Pitbull mix and silver Lab
- Books
- Coffee on her front porch
- Kettlebells
- Maps