As an advisor who specializes in planning, Robin helps clients understand their current financial situation and articulate their goals, and then creates a roadmap to get there. She has previous experience in financial planning from both UBS Financial Services and Morgan Stanley. In addition, she was a small business owner for several years and, as a result, understands the unique challenges that come with owning your own business. She is a strong advocate of financial literacy and education, with a background in helping teachers, members of the military, and government employees understand their pensions and their financial potential through the planning process. Robin helps clients with income replacement strategies during retirement, legacy planning, risk management, and goal setting.
Although a Kansas City native, Robin has made her home in Montgomery County with her husband Adam, an active-duty service member, and their four kids. Outside of the office, Robin is often on the athletic field, where she coaches field hockey at a local high school.