Robbie grew up in the Richmond Virginia area and quickly became interested in the financial services industry from family and close friends that are in the industry as well. Robbie’s goal as the New Business Processor is to provide top quality care and to efficiently move new client accounts forward, while ensuring timely handling of all assets under management.
Robbie went to school at Campbell University and graduated in 2023 with a Bachelor’s in Trust and Wealth Management, as well as a Master of Business Administration (MBA) with a focus in financial advisement.
Keen to Robbie’s last name, his favorite hobbies include anything on or in the water like fishing, boating, snorkeling, and wake boarding.