When Robb started his practice he had a vision to provide a client experience that was bespoke and collaborative. He wanted a practice that put his client’s interests first and encouraged other professionals to enter the conversation to provide the best possible outcomes. He is proud that his clients have affirmed his vision. The greatest compliment to this is his clients’ consistent referrals. If you are reading this, you are likely here because of such a referral.
Robb began his career in the insurance industry almost two decades ago and quickly moved to develop a comprehensive practice that was fiercely independent. You’ll often hear him state “I represent my clients, not a company”. He believes that financial planning is a strategic discipline balanced by an individual client’s values—their “why”. His clients are deeply committed to see their plans succeed because of his method. He specializes in retirement planning, estate planning, and investment portfolio management - all carefully inclusive of his client’s “why”.
He completed his Bachelor of Science in Psychology at the University of New Mexico and studied at UNM’s Anderson School of Business in pursuit of a Master’s in Business Administration before being lured away with a job offer in his first year. He completed his Financial Planning Certificate at the University of Texas.
Robb has southern roots and a mountain soul. Originally from Virginia, he was raised in New Mexico and lives in Dripping Springs, TX. That mountain soul inspires Robb’s great getaways. You will find him fly fishing, backpacking, mountain biking, skiing, or hiking when away from the office.