Bobbi plays a critical role in our team’s success as the Director of Operations. She oversees the day-to-day operations of the practice, ensuring efficiency and productivity while maintaining exceptional service standards for existing clients and prospects. Her leadership and strategic approach streamline workflows, optimize performance, and drive the overall success of the organization.
Bobbi entered the financial services industry in 2012. Although she started as an advisor, Bobbi eventually found her passion in supporting advisors and managing branch operations. She values being part of a team and enjoys helping others solve their problems.
Bobbi, her husband, and two daughters are all Colorado natives. Outside work, she enjoys spending time with family and friends, traveling, fly fishing, golfing, working out, and drinking wine.