The Team

Founder and President of RJS Financial Group, Robert J Sampson (Bob) spent his first ten years out of college in the US Navy as a Naval Flight Officer.  After serving honorably in several conflicts, it was time for him to follow his passion in the financial planning profession.  Fifteen years of experience and several professional designations later, he enjoys challenging himself to grow and stay sharp.

Growing up in a middle class home, he vividly remembers the “heated discussions” his parents would have concerning money.  He felt that if money weren't an issue, his parents would NEVER disagree.  Now knowing that relationships are a bit more complex that what he understood then (haha), he still feels if he can help reduce anxiety about money, people will be able to lead the life they desire.

Bob is a former triathlete and now applies the same discipline and dedication to the golf course.  

 

Credentials


  • Certified Financial Planner (CFP®) Designation
  • Chartered Financial Consultant (ChFC®) Designation
  • Chartered Life Underwriter (CLU®)
  • Successfully completed the FINRA Series 6, 63, 65 and 7 Securities Registrations
  • Life and Health Insurance License



 


Laurie Palmer is the RJS Financial Group Office Manager and has over 12 years of experience.   She is dedicated to customer service and keeps the office running smoothly.  Laurie is the point of contact for scheduling appointments and all things administrative.  Over the years, clients have come to know her as a true advocate and diligent problem-solver.