About

Bob is a certified public accountant, a chartered life underwriter, and a chartered financial consultant. However, as important as professional designations are, they don’t tell the whole story. It’s probably important to you that Bob is able to translate complex tax, accounting, and investment subjects into plain English. And when you get the chance to meet Bob, you will find that he listens well, enjoys the humorous side of life, and is a softie for dogs. More than once, he has been described as a member of that rare breed: an accountant with personality.

Bob is a published author as well, having contributed to business books about topics that include restaurant and bar management, business valuation, small business consulting, and accounting practice management. And being quoted on a number of occasions in the Fort Worth Star-Telegram’s Tarrant Business section has given him an ego boost and a few minutes of “fame.”

Community Involvement
Treasurer and Member of Board of Directors, DRC Solutions (formerly known as the Day Resource Center for the Homeless) [Previously served as the DRC’s Board Chair]
Chairman and member of the Board of Directors, Near South Side, Inc.
Member of Finance Committee, St. John’s Anglican Church (Formerly served on the Vestry).
In the past, Bob has served as: One of the City of Fort Worth’s representatives on the Area Metropolitan Ambulance Authority.
Treasurer, Trinity Episcopal Church
Treasurer, and member of the Board of Directors, Tarrant Area Community of Churches
Member of Board of Directors, Fort Worth League of Neighborhood Associations

Other
Bob graduated from the Officer’s Basic Course at the US Army Field Artillery School and served in the US Army Reserves for eight years, attaining the rank of Captain. He has been married to his wife Lisa since 1980. They share their Fort Worth home with Annie, their spoiled Labrador puppy.