Meet Robin
Robin began her investment industry career in 1983 and joined Stifel in 2023. Prior to joining Stifel, she spent the last 23 years working at Wells Fargo Advisors. Robin utilizes a multi-step approach to help her clients better understand the financial world, potential risks and rewards, and their goals. She is dedicated in getting to know her clients – not only their dreams, passions, and financial and personal goals, but also stress factors, risk behaviors, and potential income gaps.
Robin grew up in Southern Ohio and Northern Kentucky and earned a B.A. from the College of Wooster. She began her financial services career as a wire operator, learning the business from the bottom up and the inside out. This experience has given her a unique perspective on how the industry operates, how it has changed over the years, and also how to address client requests and respond accordingly. She also gained a solid understanding of equity and bond trading, which has helped her take a more balanced approach to developing customized income strategies for clients planning for their retirement. Robin holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Outside the office, Robin enjoys spending time with her family, friends, and pets. She loves to cook, explore Colorado, travel – Robin has traveled throughout the U.S. and Europe, and drive her car at the track. She also volunteers for the Pikes Peak International Hill Climb in June.