Money for Life, Biblically Speaking - with Bob Bolen and Bob Sircy

  • 28 Apr 2017
  • 6:45 AM - 8:15 AM
  • Brentwood Baptist Church, Wilson Hall 7777 Concord Rd, Brentwood TN 37027

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  • Looking forward to attending this session.

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Teacher/Speaker:  Bob Bolen and Bob Sircy

Topic:  Money for Life, Biblically Speaking

Robert V. Bolen, CFA, CFP®, President and Founder of Envision Wealth Planning, Founder of Touchstone Pathway, has more than 25 years of experience in securities analysis, portfolio management and financial planning.



Over the last 11 years, he has helped clients envision, clarify and achieve their financial and life goals and aspirations by integrating their money with their lives. Mr. Bolen’s passion is that clients be good stewards of their resources and live inspired lives with peace of mind about their money matters. This has led him to develop a client centered practice whereby he walks with clients through a series of steps so that they increase the clarity of their goals and make financial and life decisions with confidence.

Bob Sircy is Senior Vice President of Southwestern Investment Group and an Investment Management Consultant with Raymond James Financial Services.

His journey has included roles as a CPA with a Big Four accounting firm, CFO of a public company with eight subsidiaries and CFO of a local Nashville company with a number of subsidiaries, several of which he helped launch, including Southwestern Investment Group.

Bob and his wife of 40 years are Nashville natives and have 3 children, including a special needs son.

He is very active in the community and is serving  or has served on a number of local non-profits boards, as well as a trade association and foundation in Washington DC.

Bob has a number of  interests and passions including helping clients improve their financial lives and helping people in transition, whether that is job, divorce or loss of a family member.



A light breakfast will be served. Join us as early as 6:45 and network with other Christian Executives.

All Friday morning sessions are open to all  - no fee is charged, offerings are accepted.


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     CBL Roundtable - P.O. Box 1027 - Franklin, Tennessee 37065


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I believe Jesus Christ is the Son of God and have personally accepted His gift of salvation. I believe the Bible is God's inspired revelation to man and I endeavor to live in obedience to its principles and commands. I am a member in good standing of a local church and support the work of Christ with my time, talents and financial resources (or am seeking out a church to be involved in this way).