Bob comes to Statera Wealth with over 13 years of experience in the financial planning and consulting industry. Bob recently left a company that he had been with for over 8 years so as to be able to expand his service offerings for his clients. He is very optimistic and excited to be a part of the Statera Team.
Growing up in St. George allowed Bob to develop a vast network of connections and relationships that he places a high value upon. He enjoys business development opportunities and he has enjoyed many successes over the years of his career as a Financial Advisor. Prior to his re-entry into financial planning 9 years ago, he was the director of Investor Relations for a community bank coming to Southern Utah. Prior to the bank experience he was a real estate agent/consultant for 10 years.
Bob loves to travel and explore new parts of the world. He loves sporting events and music productions. He loves to sing and he has enjoyed ballroom dancing having participated in and receiving second place in the inaugural “Dancing With Your Community Stars Event” here in Southern Utah.
Series 65 (Uniform Registered Investment Advisor Law)
Advisory Services offered through BCJ Capital Management, LLC, a SEC Registered Investment Adviser. Statera Wealth Management and BCJ Capital Management are independently owned and operated.
See this advisor’s status, SEC Advisor Info
GET TO KNOW BOB
Q. What are your hobbies?
A. Biking, playing the drums, sporting events, music productions, singing, ballroom dancing, reading, self-improvement projects, water sports, chillin with my kids doing whatever they are involved with.
Q. What is one word that best describes you?
Q. If you could give a young person advise on success, what would you tell them?
A. Hard work is the great equalizer. Live and work with gusto.
Q. What is your biggest pet peeve?
What is your favorite book and why?
Og Mandino’s book, The Greatest Salesman in The World. I love this story and how it teaches one to achieve and live a life of abundance and gratitude.
Q. Favorite weekend getaway?
A. San Diego or Salt Lake
Q. Favorite Sport?
A. It depends on the season!
Q. Spender or saver?
Q. Early Bird or night owl?
A. Night Owl
Q. How do you hope to be remembered?
A. That I lived with passion, courage and the heart of a servant and that anyone who interacted with me was better for their connection with me because of how I made them feel about themselves.
Q. What is the best compliment you can receive?
A. That I made someone feel better simply by their interactions with me.
If you had your own reality show, what would it be called and why?
Learning To Love
Yourself. We all have a process of self-discovery in this journey called life and learning to love who we are and who we were created to be, regardless of what we see as our shortcomings, will be one of our greatest successes while we are here on God’s green earth.