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.