After 15 years of service as a financial advisor with both Morgan Keegan and Wunderlich Securities and as a portfolio consultant with Dorsey Wright and Associates, Bo has narrowed his focus to one unique service offering. Working within the parameters of corporate sponsored retirements plans, he builds customized portfolios directly for the participant. Over the years Bo has discovered that a company sponsored retirement plan is the largest asset for most clients. This asset is extremely valuable and must be designed and monitored carefully throughout a career and into retirement. Once the initial portfolio is implemented Bo establishes an ongoing evaluation schedule according to the communication preferences of the client.

Bo holds a B.A. in Business Administration from Auburn University. He is a former professional triathlete for the Timex Multisport Team as well as an author and motivational speaker. He has 4 children: 9 year old twin boys, 7 year old girl and 6 year old girl.

-Semi-Professional Triathlete: Timex Multisport Team Member (2011-2018)

-Powerbar Team Elite, (2011-2018)

-Newton Running Company Sponsored Athlete, (2011-2018)

-World Triathlon Corporation All World Athlete (top 1% of age group), 2013, 2014

-U.S.A.T. All American, 2013, 2014

-U.S.A.T. Honorable Mention, 2009-2012

-7x Ironman Athlete, 2008-present

-West End Community Church 1st grade Sunday School teacher present

-Junior Achievement Mentor, 2011

-Nashville Kids Triathlon Committee, 2012-present

-Nashville Emerging Leaders Award Finalist, 2009, 2012

-Young Leaders Council 2005-present

-Published Author and Keynote Speaker

“The Problem with Perfect”

Bo holds Series 7 and Series 66 licenses and AIF® (Accredited Investment Fiduciary) designation.