portrait of Bobbi Lyn L Weiman

About Bobbi Lyn

I became a financial advisor because I have a need for knowledge; this extends to an understanding of my clients and their individual unique life goals. I truly and patiently love helping people, businesses and families work through financial decisions that they may face throughout their lives. Regardless of the circumstance, protecting my clients' wealth is a core pillar during each of these life events. Partnering with individuals and families and helping them to navigate a path towards their life goals, with less uncertainty and greater confidence is why I do what I do.

I grew up on a farm...

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies

Work History

  • Edward JonesNovember 2015 to Current

Personal Interests

  • Baseball
  • Camping
  • Fishing
  • Health & Nutrition
  • Outdoor Enthusiast

Team Members

  • Liezel Du Toit
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More