Bobby is one of the newer members at Exclusive Insurance Brokerage. He joined the team after graduating from the University of Redlands with a B.S. in Business Administration in 2014. Bobby focuses on developing sustainable relationships with securities based advisors across the country. He works with the mass affluent and specializes in roll-over business, qualified and non-qualified account planning, as well as wealth transfer scenarios. Bobby provides excellent service, business development expertise, and advanced case design.
Bobby lives in Thousand Oaks, CA and has a passion for athletics, working out, grilling, and spending time with family.