Robert Farmer

Senior Vice President, PhD

Bob Farmer has invested more than eighteen years of his life working with business managers and individuals toward identifying and managing financial risks. From running his own companies to managing a bank, his extensive experience in the world of finance has shown him that risk management is a never-ending, keep-your-hands-on-the-tiller undertaking. He believes that the worst financial mistake you can commit is “running out of money before you run out of time.” What happens to a senior’s life if significant financial difficulties arise? Few people can return to work at 75 or 80.

Bob believes it is crucial to get things right the first time, and that revolves around the notion that a family’s assets – no matter how extensive or modest – are deserving of commitment and forethought with a view toward providing as much protection as possible. He enjoys building plans with the goal of providing financial dignity and security no matter how long an individual – or couple – may live.

Attentive to both detail and breadth, Bob’s educational achievements include a Bachelor of Science Degree in Business Management (BSBM) from the University of Phoenix, a Master’s Degree in Business (MBA) from Regis University, and a PhD in Applied Management and Decision Sciences (Finance Emphasis) from Walden University. Bob proudly served our country for 7 years in the U.S. Army. He likes to characterize developing client relationships by a quote from Henry Ford: Coming together is a beginning; keeping together is progress; working together is success. His goal is to help you and your family enjoy financial success.

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