Our Team Mark G. Robinson Founder & Managing Partner Matt Fitzsimmons Managing Partner Christopher Troseth, CFP® Partner & Director of Financial Planning Jim Torrey, CPA Senior Wealth Manager Debbie Janssen, CPA Director of Tax Planning Taylor Herzog, CFA, CAIA Director of Portfolio Management Andrew Herzog, CFP®, EA Associate Wealth Manager Jo Ann Barnett Director of Client Services Tyne Green Client Service Associate Michelle Spall Office & Compliance Manager
