Investment Advisor Representative

Bobbi is a long-standing member of the Greensboro community. She has practiced insurance and investment planning in the Greensboro area since 1995. Because of her unique experience in both the business and personal markets, she specializes in helping business owners and individuals, guiding them through their needs with benefit programs for the business owners and employees, as well as individual financial planning.  This often includes personal retirement, insurance and investment planning for owners and employees.

For the business owner, Bobbi’s specialties include, employee benefit and retirement packages, advanced business planning, deferred compensation, and buy-sell agreements. For the individual client, she provides personal financial planning. On the insurance side, this may include life, health, disability insurance and long-term care planning. She also helps clients with budgeting, risk management, retirement planning and portfolio management.

A longtime member of the American College, Bobbi is a Certified Financial Planner ™ professional, CLU (Chartered Life Underwriter) and a member of the Life Underwriter Training Council Fellow (LUTCF). She also holds her Series 6, 7, 63, and 65 securities licenses.  She also holds life, health, disability, and long-term care insurance licenses.

Bobbi attended Appalachian State University, Bryan School of Business at Greensboro and has a BSW from North Carolina State University. She is a member and past president of Construction Professionals Network of NC, and a member of Business Women of the Triad for over 25 years.  Bobbi was a co-owner of Osborne-Brumsey & Associates, Inc. until her partner of 16 years retired, and she came under the GCGWM umbrella.