Joined in 2019

Bob Browning

AWMA, CFP, CPA, PFS

Principal

“Serving in the industry for 40 years, I’ve always enjoyed the valuable relationships I develop with my clients.”

Bob assists both business and individual clients to navigate the changes in the tax laws. He works proactively with his clients to assist in tax planning and to achieve their financial goals. Bob previously owned his own accounting firm that merged with Somerset in 2019. Quality service and retention are very important to him.

In his free time, Bob enjoys playing golf, traveling with friends and spending time with his kids and grandkids.

Professional Experience

  • Corporate
  • Employee Benefit Returns
  • Financial Planning (Investment Management)
  • Individual
  • Notice Resolution
  • Succession Planning
  • Transactional Consulting
  • Ball State University, Accounting, BS
  • Ball State University Miller College of Business – Award of Excellence
  • Greenwood White River Rotary Club – Treasurer
  • Rotary District 6580 – Global Grants Chair
  • Ball State University Greater Indianapolis Alumni Club – Board Member
  • American Institute of CPAs – Member
  • Indiana CPA Society – Member
  • Financial Planning Association – Member

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