Bo started his career in financial services in Richmond after graduating from the University of Richmond with a B.A. in Economics and Sociology.
He returned to the Shenandoah Valley in 1990 and served as a financial advisor with two well-known securities firms and in investment services for a banking institution before he joined Union in 2005.
Bo’s enjoys developing relationships with his clients and seeing them accomplish their financial goals. He helps his clients balance their long-term goals with their short-term objectives, keeping them on their path to success.
"The pursuit of wealth is different for every investor. Let me help define your goal and design a strategy to achieve it."
Check the background of this investment professional on FINRA's BrokerCheck.