Bob Rothe, CFP®

Bob Rothe, CFP®

Financial Advisor

Bob attended Southern Methodist University on a football scholarship and was a member of the Alpha Tau Omega fraternity. After graduating, he served as a C-130 pilot in the United States Air Force.

Bob received his securities and insurance licenses in 1979 and his Certified Financial Planner designation in 1992. He previously served as CEO of Fortune Financial Services, LLC for more than 20 years. In 2011, he left Fortune Financial Services to become the founder and President of Wealth Management Group, LLC.

Bob has previously served as board chair of the First United Methodist Church of Allen, the Kerrville First United Methodist Church, the Allen Chamber of Commerce, the Allen Rotary Club, Allen Community Outreach, and the Arts of Collin County Foundation. He has served as the foreman of the Collin County Grand Jury and has served on the boards of the Abilene Exchange Club, the East Dallas Rotary Club, Send Hope, Inc., The Foundation for Allen Schools, the Allen Philharmonic Symphony, the Presbyterian Hospital of Allen and the Collin College Foundation.

Bob is a member of the Financial Planning Association. He currently serves as the investment committee chair of the United Methodist Higher Education Foundation and on the Executive Committee of the Kerrville First United Methodist Church. He is a speaker to church groups on topics such as stewardship and managing money from a Biblical perspective.

Bob is a Paul Harris Fellow and a graduate of Leadership Allen. He was the recipient of the Leadership Allen Distinguished Alumni Award and the Spirit of Allen (citizen of the year) award. He was recognized as a member of the “21 for the 21st Century” group honoring Collin County leaders. He received the Allen Chamber Pacesetter award, recognizing the chamber member of the year and was recognized as Trustee of the Year by the United Methodist Higher Education Foundation.

Bob and his wife, Merry Ann, have a house Kerrville and an apartment in Allen. They have two adult children and five grandchildren. Bob enjoys golf, travel, digital photography, high school football, and spending time with grandkids.