Robin joined intellicents in 2021 as Client Support Specialist in our Pella, IA office. Her goal is to provide outstanding service to all customers and prospects while supporting our intellicent advisors.
Prior to joining intellicents, Robin spent 30 years working for BrownWinick Law firm as a Legal/Tax Assistant. She prepared individual, business and fiduciary tax returns while assisting attorneys and clients in the areas of estate planning, probate, and real estate. She enjoys interacting + helping people, but also working with numbers.
education & certifications
Graduated with a B.A. in Business Management from Central College, minors in Psychology and Sociology and has previously passed the following securities exams:
Series 65 - Uniform Investment Adviser
my idea of
living the dream
Working where family is as important as work and being able to spend time traveling with family and friends.
this is my
Working where I can work with numbers as well as with people - developing relationships with them and helping them however I can.
this is how i
make it real
I love spending time with my family and extended family and friends. Making memories with them while traveling, golfing, playing cards, attending sporting events or just hanging out it is the best way to spend my free time. I also enjoy volunteering at church for a local non-profit and for our local food shelf.