About
Bobbi helps affluent individuals and families navigate important financial decisions through a relationship-focused, planning-based approach. With more than 30 years of experience in the financial services industry, she has worked closely with clients as a personal financial concierge at a major U.S. financial institution, helping them align their financial resources with their long-term goals.
In her role, Bobbi is committed to delivering holistic financial strategies tailored to each client’s unique needs. She focuses on building meaningful relationships and providing comprehensive guidance designed to help clients pursue their financial objectives through thoughtful planning and appropriate asset allocation.
Bobbi lives in Columbia, Maryland, with her spouse, Tim. Outside of work, she is a self-professed foodie who enjoys physical fitness, warm weather travel, and teaching yoga at resorts.
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation