We strongly believe that having two or more professionals will only improve the advice we recommend, and strengthen the relationship we want to build.
Bob is a wealth manager and works together with the Elmwood team to serve clients in financial planning, investment management, tax planning, and estate planning. Bob co-founded Elmwood with Shannon Lemon in 2012 when they decided to create a wealth management firm that focused on the overall financial health and well-being of each client. Elmwood meets with all clients as a team, enabling us to expand our services and expertise. Bob enjoys meeting directly with clients to plan and communicate on all aspects of their personal financial situation. He particularly appreciates helping clients with needs of which may not fall under our ‘traditional’ services, such as extended family financial matters, career opportunities, and small business planning.
Bob received his Bachelor of Arts Degree from the University of Michigan. He earned the Chartered Financial Analyst (CFA) designation and is a past board member of the CFA Institute of San Francisco where he also served as a business mentor and volunteered for the Global Research Challenge. Bob has been a guest lecturer at the Berkeley Haas School of Business and has taught adult education courses in investment management throughout the Bay Area.
Prior to co-founding Elmwood, Bob worked for Osborne Partners Capital Management for 18 years and was their Vice President, Chief Operating Officer and a principal of the firm. He was a voting member of the four-person investment committee responsible for choosing individual securities and setting asset allocations for over $1 billion of client funds. Bob also had sole responsibility for setting strategy for their approximately $300 million bond portfolio, as well as all equity trading strategies. Bob also worked in the trust department at Union Bank of California performing trading, research and operational work, and on the Chicago Mercantile Exchange yelling and flashing hand signals in both the S&P 500 futures and Yen foreign currency pits.
Bob and his wife live in Berkeley, California with their two daughters. In his free time, he enjoys skiing and playing tennis.
Shannon is a Certified Financial Planning Professional™. Her primary responsibilities include working directly with our clients on assessing their financial situation and putting a plan in place to meet their financial goals.
Prior to co-founding Elmwood Wealth Management, Shannon worked for Osborne Partners Capital Management for 18 years and was their Chief Compliance Officer and a principal of the firm. Shannon provided financial planning services to the firm’s clients. In addition, Shannon was responsible for the oversight of both their Client Service and Operations Teams. Shannon was a founding Board Member and served as the President of the Board for the Advent Users Group, a non-profit organization that addresses specific needs in portfolio management.
Shannon received her Bachelor of Arts Degree in Psychology from the University of Colorado at Boulder. She earned the Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association of San Francisco. Shannon and her husband, Mike live in Concord, California with their two children, McKenzie and Aiden. In her free time, Shannon enjoys hiking and gardening.
Julie joined the Elmwood team in January 2015 and has steadily grown in her roles and responsibilities over the years. She keeps our business running in an efficient manner by working with new clients to ensure a smooth transition to Elmwood, acting as a liaison and resource for clients gathering information pertinent to their financial plan, and working with our outside business partners and custodians in a wide variety of ways.
Julie received her CFP® designation in 2022 and enjoys helping clients organize their financial lives to help illuminate the path toward their goals. Julie is a native of Columbus, Ohio, and graduated from Miami University with a B.A. in Finance. In her free time, she likes spending time with her family and friends, working out, and gardening.