Robin Rozman

Robin Rozman

Director of Client Relations

Robin's focus is to deliver information to our clients that are both relevant and important to them. She develops materials for clients to inform and educate them as they make important decisions on how to select a Wealth Advisor and invest their hard-earned money.

Robin also calls upon her diverse background and 20 years of experience to find the most effective ways of maintaining a compliant business practice. Robin understands the value of doing what is right by the client and going by the book.

Like most of us with a family and busy schedule, Robin finds that maintaining an efficient system at work and home works best but loves the challenge of something new. Cooking is one way for her to be organized yet creative.

Fun Facts about Robin:
Robin's best childhood memories are ones when she was riding her horses and exploring the wide open spaces of her family's farmland.
Robin loves a gourmet dinner with a nice glass of wine and the company of her husband. Add in a tropical location and that is her heaven on earth.