Bob Lamse

President and Partner


profile

Bob Lamse, President of Generational Wealth Advisors, has a diverse financial background that allows him to tailor unique investment plans to meet specific needs and goals. Prior to joining Generational Wealth Advisors, 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, Vicki, live in Frisco. Collectively, they have six great kids and two wonderful grandkids. Bob enjoys exercising and spending time with his family and is a Baylor sports enthusiast.

Education

Master of Taxation, Baylor University
Bachelor of Business Administration, Accounting, Baylor University

Community Involvement

Texas Health Resources Foundation Board of Trustees
Prestonwood Baptist Church

 

We are leaders in M&A Over 50 awards and counting

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards
Instant
Contact