My favorite TV show is Friends and if you’ve seen the show, you are probably familiar with the iconic scene where Ross is screaming “pivot.” This scene always reminds me of the time one of my first managers in my professional career asked me to review some data in Excel and create a “pivot” table. I went back to my desk and panicked because I had no clue what that meant. Thank goodness for Google! Within the next year, I became one of the SMEs for Excel within our finance department. 

Once I understood how data, formulas, and reporting worked, I applied this knowledge to make my job tasks more efficient. This quickly developed into a passion for process improvement. 

My passion for process improvement turned into a thirst for knowledge. I prioritize collaboration with my peers and have pushed myself outside of my comfort zone to ask questions when I lack understanding. Being in the wireless communications industry, I moved out of finance and into project delivery to better understand our business and customers. The experience gained during this time has been pivotal in my career (see what I did there?). It has also helped me recognize the importance of communication, training, and consistency across an organization. 

My career continues to be a learning experience and I am grateful for the opportunities that have been available to me. I enjoy connecting with folks that are new to the industry as well as those who are more tenured. I’m always happy to share my experiences and act as a mentor to my peers.

Outside of work I enjoy running and have done a half marathon in 44 states. My goal is to complete one in all 50! I also enjoy playing with my 2 dogs, reading, and playing softball.

Samantha Love

Lake Norman Capital Managment

Bob provides quality guidance, builds relationships of trust and develops innovative
Solutions for his clients. Bob focuses on providing sound financial advice to business owners, entrepreneur’s and professionals. He invests the time to educate, organize & prepare clients so they have better clarity over their financial picture so they can reach their financial goals and dreams. Contact Bob at charlottefinancialguy@gmail.com

Financial Services Professional

HF Financial/Mass Mutual Financial Group

I can provide comprehensive financial strategies and/or focus on one specific area of need.

BMW of Orland Park

Internet Sales Manager

Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention,insight and capability. Contact me to discuss your financial future. Charlottefinancialguy@gmail.com

I provide an analysis of your current financial situation and help you:

 * Identify financial goals and concerns 
 * Illustrate what is being done to reach your goals and deal with your concerns
 * Identify gaps, if present and offer solutions to fill them.

I am licensed to sell insurance products in North Carolina, South Carolina , Illinois, 
Indiana and Ohio.



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