VP LPL Financial
Bo takes a proactive and personalized approach to helping clients pursue their important objectives. Providing client-first service is his priority. He specializes in guiding clients to and through retirement, and also serves the distinct needs of business owners. He lets clients know they can reach out to him at any time for any financial matter. He believes in being responsive and straightforward with his advice, building strong relationships for the long term. He also is continuously researching the markets and works with product partners to maintain awareness of the strategies available to clients.
He began his career as a dedicated fleet manager for Marten Transport and joined the financial services industry in 2016 as a financial advisor for Edward Jones. He has also served as an advisor at Coffee Financial/Luna & Herren Investments. He joined the investments division of FirstBank in 2020. He earned a bachelor’s degree with a major in business analytics and supply chain management from the University of Tennessee, Knoxville.
He stays connected to the community as a member of Highlands Young Professionals and the Cookeville Chamber of Commerce.
Originally from Crossville, Tennessee, he lives in Cookeville. In his free time, he enjoys playing disc golf and pickleball, hiking, kayaking, fishing, golfing and hunting.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. FirstBank and FirstBank Investment Partners are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of FirstBank and are not endorsed, recommended or guaranteed by FirstBank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Tennessee and Alabama.