Robin has been an independent Financial Advisor for over 30 years focusing on helping individuals develop sound retirement strategies. With a focus around Wealth Strategy, Robin helps business owners and individuals gain the confidence they need around their business and personal financial plan. Once you have the confidence you need, the trusted advisor team to lean on, then the decisions of what your next steps are becomes much easier. Robin also does work in the leadership development, sales training, and coaching space.Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory Services through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency (CIA). Wealth Progression Group is independent of CIS, CAM and CIA. Wealth Progression Group, CIS, CAM and CIA are not affiliated, cannot verify the accuracy of, nor assumes responsibility for any content of linked third-party sites which is used for informational purposes only.
Listed skills include Fixed Annuities, Retirement Planning, Life Insurance, 401K, and 12 others.