Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management. Particularly during periods of transition (retirement, loss of a spouse, inheritance, divorce, sale of a business) when life and money decisions are complicated. As a CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Transitionist®, and a Registered Life Planner, Robin has the expertise on both the technical and personal sides of money to help clients successfully navigate life changes, make confident decisions and achieve a higher sense of personal and financial well-being. Robin has almost 30 years of experience helping clients manage their wealth. Before