Robin is a Senior Vice President in our Potomac, MD office, beginning her career over 15 years ago with a predecessor firm of Wealthspire Advisors. As an advisor, she works closely with high-net-worth and ultra-high net worth families and institutions to help them achieve their financial goals.
Robin uses a customized approach to assist clients with their day-to-day financial needs and overall financial planning while fostering a strong partnership based on trust, confidence, and a high level of service. She firmly believes in her duties as a fiduciary and brings them to all aspects of the client relationship including but not limited to long-term financial planning, investment portfolio construction and implementation, and planning related to taxes, trusts and estates, insurance, and charitable giving.
Robin graduated summa cum laude from the University of Florida with a bachelor’s degree in finance. She has been a CERTIFIED FINANCIAL PLANNER™ professional since 2012.
Robin is a Maryland native, currently living in Rockville, MD with her husband Jordan and two children, Reid and Emily. Outside of work, she enjoys Peloton workouts, playing tennis and pickleball, cheering on Washington D.C. sports teams (and of course the Gators!), and spending time with her family and friends.
Previous Experience
- Associate at Highline Wealth Management
- Account Manager at Household Title & Escrow, LLC
Education & Credentials
- BS, University of Florida, Finance
- Certified Financial Planner™
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
