Financial Paraplanner Qualified Professional™
Bobbie is an essential member of Windsor Wealth. Bobbie’s focus is to provide our clients with excellent customer service. She is also responsible for preparing financial illustrations, assisting in the client review process and creating and organizing special events for our clients.
Bobbie received the ParaPlanner designation from the American College of Financial Services in November 2012. This designation allows her to assist Carlos Dominguez, CFP® and Christina Jones, CFP® with the Family Wealth Planning process.
Bobbie was born in Fitchburg, Massachusetts, and traveled a lot growing up because her father was in the Air Force. Some of the places that she has lived are Florida, Texas, Guam, Montreal and Maine. Bobbie moved to Gainesville, Georgia in 1990.
Bobbie has three teenage boys that keep her on her toes. They are all very active at their church here in Gainesville. Bobbie serves on several committees, including Parrish Fellowship, STAFF (youth program) and Evangelism. They are happiest spending time together outdoors; gardening, playing catch or just reading.