Bob Stamm, CFPTM
Senior Financial Planner
Bob joined the Strategic Income Group team in 2014 and has been a financial planner since 2001. With an inherent desire to provide trusted guidance to people and at the same time create solutions to complex financial matters, becoming a financial planner was a natural path for Bob to follow. With variables related to financial planning such as investments, goal development and achievement, legacy and estate planning, taxes and business succession, Bob views each client as a dynamic puzzle whose numerous intricate pieces he can help piece together. In 2006 Bob earned the prestigious designation of CERTFIED FINANCIAL PLANNERTM and is extremely proud of the platform the team at Strategic Income Group has built to help meet the needs of the clients it serves.
Following a multi-generation family tradition, in 1989 Bob enlisted in the military. He served honorably in the United States Navy during Desert Storm. 1999 provided one of Bob’s biggest life blessings when he married his wife Angi,
and he is beyond proud of the amazing young woman their daughter Sage continues to develop into. Bob enjoys serving in a variety of capacities at his church as well as in other community initiatives. Following the Atlanta Braves and Professional Bull Riding as well as playing the drums, listening to music, going to concerts, marksmanship and traveling are some of Bob’s favorite pastimes. One of Bob’s biggest fears is complacency.
Who inspires me:
While I am inspired by so many people around me, there is no bigger inspiration in my life than Jesus Christ.
My greatest extravagance (under $100):
I occasionally take the time to enjoy a prime cut of Wagyu steak to celebrate a special occasion.
In my spare time:
I enjoy studying the Bible and trying to figure out how to apply its lessons to my life.
I am definitely a mountain person. Nothing better than a good day fishing on a lake in the woods.
Why I love what I do:
I often equate being a financial planner to being a teacher. I thoroughly enjoy helping people reach their financial goals.
“People don’t care how much you know until they know how much you care.” – Theodore Roosevelt