Sr. Wealth Advisor
Robyn has been customizing financial plans for clients since 2004, primarily in the Chicago area. Her passion is to help clients gain confidence in their financial future by providing a clear assessment of their current plan and building upon that foundation with them. Robyn’s ability to intuitively listen and gather the essence of a person’s desires and financial picture is what allows her to collaborate in authentic relationships with each client. It is for this reason, we knew she would be a great fit at Resource Consulting Group, so we convinced her to join our team as a Wealth Planner in June of 2019.
Additionally, as a financial educator and public speaker, Robyn loves to simplify complex financial terms and concepts for clients while also making the learning process entertaining and more enjoyable. Her personal goal is to gain a clear picture of what’s most important for each client prior to making any planning or investment recommendations. Over her 15 years of experience as a financial advisor, Robyn’s strengths are in the areas of investments, income tax and employee benefits planning, life/health and disability insurance.
Robyn received her degree in Business Administration and Spanish from Illinois Wesleyan University before attending St. Xavier University to further her financial planning expertise. She began her financial career with Scudder Investments in 2000, where her role as a Sr Investment Specialist and Certified Mentor fueled her desire to educate the public on the importance of prudent financial planning.
In addition to serving as a Wealth Planner with RCG, Robyn is a registered representative of Osaic Wealth, Inc. (a registered member FINRA/SIPC). She currently holds multiple securities licenses (Series 6, 7, 63 & 66).
On a personal level, Robyn is still getting acclimated to her new life in Texas after spending her entire career previously in Illinois. She is enthusiastically embracing our culture and eager to locate a new home and church in Austin. In her personal life, Robyn enjoys reading, volunteering in the community, social gatherings and many outdoor activities such as hiking and kayaking.