Our Team Mark G. Robinson Founder & Managing Partner Matt Fitzsimmons Managing Partner Christopher Troseth, CFP®️ 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®️ Associate Wealth Manager Jo Ann Barnett Senior Client Associate Deana B. Webb Office & Compliance Manager Tyne Green Client Service Associate
