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As senior portfolio manager for Trek Wealth, Bob implements and manages clients’ investment strategies. Prior to joining Trek Wealth, Bob was a financial advisor and founding partner of Sector Grid Advisors, Investment Management Consultants. During his 50-year career, he has served as branch manager of one of the largest offices in the southern region of a major brokerage firm and chief executive officer of a Registered Investment Adviser (RIA) firm. He is the founder and developer of The Sector Grid investment methodology.
A native of Minden, Louisiana, Bob earned his bachelor’s degree from Northwestern State University in Natchitoches, Louisiana. Following graduation from the U.S. Naval Officer Candidate School and the U.S. Naval Justice School in Newport, Rhode Island, he served as communications officer and navigator aboard the U.S.S. Telfair (APA-210), with collateral duty as the ship’s legal officer. After completing his tour of active duty, he served in the U.S. Naval Reserve, which included a term as commanding officer of the U.S. Naval Reserve Center in Fort Smith, Arkansas. He holds certifications as Accredited Investment Fiduciary (AIF) and Accredited Asset Manager Specialist (AAMS).
Bob owns acreage that adjoins the 12,500-acre Hobbs State Park in Northwest Arkansas and enjoys the closeness to a wilderness. But his hobby is work, and he is passionate about delivering what he believes his clients ultimately need and should expect from an investment advisor – exceptional portfolio performance.
“I have been embracing bucket list living for most of my life. To me, that has always meant finding time to be outdoors hunting and fishing. Pheasant hunting in South Dakota with my son is a treasured memory. And owning a cabin on Beaver Lake in the beautiful Ozark Mountains has been one of life’s biggest joys. It has been my refuge for the last 30 years and has been the best place to reflect and plan my next adventure.”
