Roberta "Bobbi" A. Brumsey, LUTCF / Vice President

Vice President

Phone: (336) 834-8990
E-mail:

A life-long interest in providing people with financial services that positively influence their quality of life, has shaped Bobbi Brumsey’s career as an insurance and investment professional. Thorough and resourceful, she asks the detailed questions that surface the short & long term goals of the client, fully researches insurance and investment options and makes recommendations that are tailored for the individual, the company and their unique needs.

Bobbi’s exceptional understanding of business dynamics that influence advanced business strategies is a blend of her education, work within professional organizations and experience as an employee and as a business owner. Continuing education coursework and certification seminars are regularly blended into her schedule, so clients always have the benefit of current information and new product developments. Anticipating clients’ transitional needs as they age, Bobbi has also earned her Licensed Medicare & Long Term Care certifications.

Her client relationships transcend the changes in their lives and businesses, since she has the foresight to help them prepare for life and business changes. Investment, insurance and financial service recommendations made by Bobbi are personally selected from a large portfolio of options, so they work towards the best interest of the client and in alignment with his or her values and goals. She is available to meet and discuss her clients’ portfolios regularly to see if any fine-tuning may be needed.

Bobbi earned her Bachelor’s degree in Social Work from North Carolina State University, and began her career in that field. Moving into advanced business strategies for business owners and executives and personal financial strategies for individuals, she has enjoyed a vibrant career in the Greensboro, NC area since 1991. In 2001, Bobbi Brumsey and business partner Jade Osborne launched Osborne-Brumsey & Associates, Inc.

Bobbi is a registered representative of Securian Fiancial Services, Inc.