Robyn Woodman

Administrative Assistant

Robyn joined our team in December of 2014 with many years’ experience in the customer service and administrative industry. Robyn provides the financial planners with administrative and client service support. Her efficient and effective support enhances how the team helps clients attain their financial goals and her diligence in managing processes and maintaining records support the teams ability to consistently deliver peace of mind for clients. Robyn is ready to assist you with any of your administrative questions.