Bo joined LPL Financial after a 21 year career at AG Edwards and Merrill Lynch. A graduate of LSU, Bo enjoyed successful careers as a professional football player and corporate executive before focusing on wealth management in 1997.
Bo primarily works with business owners, helping them identify their financial goals and charting clear paths to pursue those objectives. He has particular depth in the oil and gas industry, advising entrepreneurs who have sold their businesses or anticipate a liquidity event. Bo feels privileged to see the American Dream at work through clients’ stories of success, hard work, and applied ingenuity. He is adept at advising clients on multiple fronts: retirement strategies, pre-and post- liquidity event strategies, wealth transfer strategies, and philanthropy.
Bo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Bo also holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investment Management Consultants Association (IMCA).
In his free time, Bo is a volunteer and leader with Community Renewal International and A.C.T., Athletes Caring Together. He and his wife Amy live in Bossier City and have four children, one of whom served in the U.S. Navy, and two grandchildren. When not in the office, Bo enjoys spending time outdoors and is an avid hunter.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.