Bob Schlumberger is a financial and accounting professional with nearly four decades of experience serving individuals, families, and business owners. Initially working as a tax and accounting consultant, he saw just how many people needed assistance with their finances. Often, their wealth strategies weren’t created with tax implications in mind. With a goal to marry tax planning with wealth management, he expanded his practice to include financial services and joined broker-dealer H.D. Vest Investment ServicesSM.
Bob first opened his practice in 1978, before moving his firm to Florida in 1988. In 2004, his daughter, Jennifer, joined the team. A resident of Citrus County for decades, he takes pride knowing he has helped so many of his community members and neighbors with their tax and financial needs.
Bob is an Enrolled Agent, a federally-authorized tax practitioner who has technical expertise in the field of taxation, and has a QuickBooks advising certifications. He holds FINRA Series 6, 7, 22, and 63 securities registrations, and graduated from Penn State University with a Bachelor of Science in Quantitative Business Analysis.
Bob resides in Crystal River, Florida with his wife, Mary. In his spare time, he enjoys watching football and movies. Making the most of the beautiful Florida weather, he frequently fishes and rides his bike.