Bob is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Estate Planner® designee and holds the ABA Certified Trust and Fiduciary Advisor Certification. Bob focuses on estate and financial planning, wealth management and efficient use of tax-advantaged investment strategies to address cash flow, insurance, investment, retirement and estate planning, and charitable and legacy goals. He develops a comprehensive understanding of a client’s financial life, their values and wealth management needs. Then, he works to design, coordinate and implement a wealth plan based on the client’s unique goals and values. Prior to joining Mariner Wealth Advisors, Bob worked as a trust officer for a