Bob strives to be more than just an investment advisor — and is grateful for his role as a trusted ally who can be leaned on at any time. He hates platitudes, but not as much as he loves what he does. Bob and his wife Heather have 3 kids (Grace, Mitch, and Andy), plus two Devon Rex cats, Bruce and Betty. When he’s not spending time with the fam, you’ll find Bob at the sidelines of a wrestling match (since he hung up his own 3x Academic All-American heavyweight singlet). Fun fact: You may have seen Bob and Heather on an episode of HGTV’s House Hunters back in 2014.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Emily joined WealthSource in November 2022 as a Client Relationship Associate. She has a passion for serving others and exceeding clients’ expectations. As a mother to four boys, being organized is highly valued to her. Emily was born and raised in Westerville, Ohio, and attended Ohio University. She now resides with her husband, children, and dog in Delaware, Ohio. She spends most weekends at soccer and/or baseball fields and enjoys cheering her boys on from the sidelines. In her spare time, she enjoys working out, baking, and walking their dog.