Bob Lamse, CFP® | President and Partner
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.
Master of Taxation, Baylor University
Bachelor of Business Administration, Accounting, Baylor University
Top 100 Fee-Only Wealth Management Firms, CNBC
Five Star Wealth Manager, Texas Monthly
2016, 2015, 2014
Top Wealth Managers, D Magazine
2016, 2015, 2014, 2013, 2012
Premier Advisor, National Association of Board Certified Advisory Practices (NABCAP)
2014, 2013, 2012
Texas Health Resources Foundation Board of Trustees
Prestonwood Baptist Church
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.