Senior Wealth Advisor
Mariner
Highlands Ranch, CO
With over 30 years of experience, Bob supports owners of closely held businesses with transition planning, including succession and exiting. He guides clients through an intentional process designed to help plan for both the expected and unexpected aspects in the transition of their business.
Bob develops a comprehensive understanding of a client’s financial life, their values and wealth management needs. Then, together with each client, he works to design, coordinate and implement a wealth plan based on the individual’s unique goals and values.
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Getting Ready for a New Owner: How to Prepare Your Company to Thrive While You Work on Your Exit
Monday, April 14, 2025
1:00 PM – 4:00 PM MST