At XXI Advisors, our strength lies in a collaborative approach that combines deep expertise in Employee Stock Ownership Plan (ESOP) strategy with personalized financial planning. We operate as a cohesive team, delivering tailored solutions for both business and personal financial goals.

Bob Franklin, Executive VP of Sales | ESOP Strategist 
With decades of experience in financial services, Bob Franklin is nationally recognized for his work with complex ESOP (Employee Stock Ownership Plan) funding strategies. He partners directly with privately held business owners, CFOs, and other C-suite leaders to address key ESOP challenges—from repurchase obligations and 1042 tax mitigation to succession planning and employee retention. Bob brings clarity, education, and leadership to the boardroom, helping owners protect their legacy and the long-term viability of their companies.

Vince Waln, Financial Adviser
Vince brings a comprehensive focus to individual financial health, offering strategic guidance across a range of planning needs. His experience includes estate planning and protection, retirement and wealth management strategies, business advisory solutions, tax-efficient planning, employee benefits consulting, and education funding alternatives. Vince's personalized approach supports individuals at every stage of their financial journey, ensuring that their long-term goals are aligned with their current financial decisions.

Together, Bob and Vince offer a balanced, comprehensive perspective that bridges business continuity and personal financial security—delivering confidence for the future, from the boardroom to the family table.