Client Advisor and Branch Manager
Bob began his wealth management career in 1982 with a regional brokerage firm in Denver, Colorado. During the mid-1980s and early 1990s, Bob helped mid- and high net worth bank clients of Colorado National Bank construct and monitor investment portfolios. After Colorado National was sold, Bob moved to Summit County, Colorado and opened his own, boutique wealth management firm. Beginning in 1993, Bob owned and operated Summit Wealth Advisors in Frisco, Colorado, which merged with Mercer Advisors in 2020. Bob graduated from Regis University with a Bachelor of Science degree in Finance.