Bobby has been successfully providing wealth management advice to his Clients since 1984. Through consistent effort and a reputation for outstanding service, he has built a solid base of satisfied clients. Specializing in the analysis of money manager styles and performance, Bobby is Series 7, 63 and 65 registered. In 1998, Bobby was awarded membership in RBC Wealth Managements exclusive Presidents Council Group, and has earned that honor every year thereafter. Newspaper articles written by Bobby on investment consulting have been published in the Tucson Citizen and in 1998 he was featured on the cover of a premiere stockbroker magazine, Bobby is a third generation Tucsonan and gives generously to his community. He has been active in the Native American communities and has established a mentoring program for University of Arizona Indian students majoring in finance. Other civic activities include: Executive Committee Member and past President of the Jewish Federation of Southern AZ; Federation Campaign Chairman in 2000 and 2001 of the Jewish Federation of Southern AZ, responsible for raising $3 million each year; and past president of his synagogue, Congregation Anshei Israel. Currently, Bobby serves as Past President and Founder of the Steven M. Gootter Foundation, responsible for raising $2 million to fund an Endowment Chair at the University of Arizona Sarver Heart Center. Bobby and his wife, Deborah Oseran, have three children and five grandchildren. When his schedule permits, Bobby loves playing tennis. 