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Mini bob lamse
Talis Advisors
Plano, TX

Bob Lamse

CFP®
Unbiased strategies to help clients grow, protect, and transfer their wealth.
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Meet Bob

Introduction - Bob Lamse, Talis Advisors
Introduction - Bob Lamse, Talis Advisors
Video Transcripts

Bob Lamse, President of Talis Advisors, has a diverse financial background that allows him to tailor unique investment plans to meet specific needs and goals. Prior to joining Talis, Bob gained five years of valuable experience as a Tax Manager/CPA and CFP® professional for Ernst & Young in Dallas. He went on to own and operate a successful franchise, which gave him first-hand insight into running a small business.

After…

Bob Lamse, President of Talis Advisors, has a diverse financial background that allows him to tailor unique investment plans to meet specific needs and goals. Prior to joining Talis, Bob gained five years of valuable experience as a Tax Manager/CPA and CFP® professional for Ernst & Young in Dallas. He went on to own and operate a successful franchise, which gave him first-hand insight into running a small business.

After his time at Ernst & Young, Bob became the Chief Financial Officer for two very successful and fast-growing companies. During his 15 years as CFO, Bob oversaw large investment portfolios for his companies and worked with the majority of the top Wall Street brokerage firms. Although these firms have areas of expertise, he saw the built-in conflict of interest from the typical commission-driven brokerage industry. This experience led Bob to become an avid proponent of the fee-only fiduciary approach.

Bob has been quoted in Financial Time's Financial Advisor IQ and Financial Planning. He is also a member of the firm’s Investment Committee.

Bob and his wife of 30 years have 3 children and a crazy Golden Retriever named Honey. Bob enjoys exercising and spending time with his family and is a Baylor sports enthusiast.

Awards

• "Top 100 Fee-Only Wealth Management Firms," CNBC (2015)
• "Five Star Wealth Manager," Texas Monthly (2016, 2015, 2014)
• "Top Wealth Managers," D Magazine (Talis Advisors – 2016, 2015, 2014, 2013, 2012)
• "Best Wealth Managers in Dallas" D Magazine (Bob Lamse – 2010)
• "Premier Advisor," National Association of Board Certified Advisory Practices (Talis Advisors – 2014, 2013, 2012)

Community Involvement
• Texas Health Resources Foundation Board of Trustees
• Prestonwood Baptist Church


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
Personal Lending
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

MS - Baylor University
Bachelors - Baylor University
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