Robin serves as an advocate for our advisors, taking charge of new business, client onboarding, and providing support to our Corporate 401k plans. With a decade of experience in the commercial real estate sector and nine years in wealth management, she combines her analytical skills and financial expertise to make a difference. Robin believes that attitudes can significantly impact outcomes and prioritizes helping, building, and growing in her professional journey. She sees the importance of understanding the financial choices that affect all aspects of life and is dedicated to ensuring clients feel well-supported throughout their financial journeys.

Meet Our Team