Bobby’s deepest aspiration is to be a faithful steward to God and his clients. He vies his role like that of a coach, encouraging people to make well-informed decisions about their life’s dreams.
Bobby was born and raised in the El Paso area and is a graduate of Coronado High School and the University of Texas at El Paso. He both loves and understands his community, and seeks to help his clients obtain the peace of mind that worldly wisdom cannot.
At the heart of Bobby’s DNA is his heart to serve and give back to his community. Over the past many years, Bobby has committed to serve as board president of Big Brothers Big Sisters, the Chair for the March of Dimes in El Paso, and the College of Business Alumni Chapter for UTEP. He served as a board member at large for the El Paso Collaborative for Community and Economic Development board. Currently Bobby serves as a member at large with the Workforce Solutions Borderplex in El Paso as well as his church Calvary Chapel Sun City.
One of SWA’s best-kept secrets is that Bobby is also an accomplished musician and has released three musical albums, performed for local and international audiences. Because of his heart to serve, Bobby donates all proceeds from his music endeavors to his favorite charities.
To know Bobby is to understand that he is driven to help individuals avoid major financial setbacks and simplify their financial lives.
Bobby relates, “I want to listen effectively to seek and discover the deeper stories and desires that lie in
my clients’ hearts. I truly want to help each of them understand what financial security really means.”
Bobby serves as Partner & Director of Insurance and Estate Planning as well as a financial advisor for Strategic Wealth Advisors. He obtained his CWS® (Certified Wealth Strategist®) designation from Cannon Financial Institute in 2015. Bobby has securities and insurance licenses in:
- Commission: AZ, CA, CO, FL, NJ, NM, OK, PA, SC, TX
- Fee: AZ, CA, CO, FL, NJ, NM, OK, TX