Rob Harper, CFP®

Partner, Financial Advisor

 

Rob Harper is a dedicated financial professional and community leader based in Bossier City, Louisiana. He is an active member of Broadmoor Baptist Church and currently serves as the Brand Manager for Sleep in Heavenly Peace Bossier Parish, a nonprofit focused on building and delivering beds to children in need.

Rob earned his Bachelor's degree in Finance from Louisiana Tech University, where he was the Director of the Louisiana Tech Leadership Council and a founding member of the university’s Student Management Investment Fund. These formative experiences helped shape his approach to leadership and investment strategy.

He holds securities and insurance licenses across Louisiana, Texas, Arkansas, Maryland, Virginia, and Florida. Rob works closely with individuals and families, guiding them through the five key areas of financial planning: Tax Planning, Estate Planning Strategies, Risk Management and Insurance Planning, Investment Planning, and Retirement Income Planning. His goal is to help clients build confidence in their financial future with thoughtful, personalized strategies.

Outside of work, Rob enjoys life with his wife, Halie, their daughter, Marlee, and their two beloved dogs. Whether at home or in the office, Rob is committed to service, stewardship, and helping others thrive.

Phone 318-222-8999
Fax 318-222-8212