Broker Check

Robert C. Holmes III, CLU®, ChFC®, AEP

Since entering the financial planning business in 1970 Rob Holmes always believed that people “do business” with people that they like, and trust. Experience is built over time, knowledge can always be acquired, but likability and trustworthiness are in your core. Rob exuded those qualities.  And those qualities are the foundation of the firm Rob built.

Rob passed away on August 30, 2017, but his legacy lives on through this firm and the clients he impacted.  He was more than just an advisor, he was a true friend, and a gentlemen.

In 2013 my father and I set a succession plan in motion when I became the Managing Partner of ESI.  During the succession planning process our overwhelming priority was to continue to provide our clients with the service and advice that has defined our brand for over 45 years.  

I assure you that every day we work tirelessly to ensure that the standard of service my father created continues.  This is what motivates me and our team every day.

This video was shot in early 2017 and I am forever grateful to have this as a reminder of my father’s legacy.

- Buck Holmes
  Managing Partner