Bob Lamse, CFP® | President and Partner

Bob Lamse, CFP® | President and Partner

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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 has 3 great kids, two wonderful grandkids and two Golden Retrievers named Honey and Winnie. 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

Awards

Top 100 Fee-Only Wealth Management Firms, CNBC
2015

Five Star Wealth Manager, Texas Monthly
2017, 2016, 2015, 2014

Top Wealth Managers, D Magazine
Talis Advisors
2017, 2016, 2015, 2014, 2013, 2012
Bob Lamse
2010

Premier Advisor, National Association of Board Certified Advisory Practices (NABCAP)
Talis Advisors
2014, 2013, 2012

Community Involvement

Texas Health Resources Foundation Board of Trustees

Prestonwood Baptist Church

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

Get to know Bob

What do you do when you’re not working? Exercise, if not with family

What was the most challenging thing you’ve done? I ran a 5:00-minute mile at age of 55.

Who is your inspiration? My father, even though he passed away 25 years ago.

Where would you like to visit? Australia

What is the most interesting place you’ve visited? Austria: paddle-boated and snow-skied the same day.

Which causes do you support? Like so many people, I have lost many loved ones to cancer way too early and my daughter had it at the age of 26. Overall, I have a passion to help people.

Which sports teams do you follow? Pro: Arizona Cardinals, St. Louis Cardinals, Texas Rangers, Dallas Stars, Dallas Mavericks, Portland Timbers | College: Baylor Bears

What's your favorite quote? "Never lose hope or your vision. Quit is permanent, pain is temporary.”

Who is the most interesting person you’ve met? My father, without question

Do you have any interesting relatives? How much time do you have?

Do you speak languages other than English? I barely speak English. A little German to be serious.

How did you end up working in finance? I have always been good with numbers so it was a natural evolution.

What do you love about what you do? Helping people meet their long term goals and working with amazing people inside and outside of my office on a daily basis.

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CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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