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It is that simple.


About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Office Administrator & Accounting Clerk

Areas of Expertise:

  • Excel
  • Bookkeeping
  • Research

Robin Tippie 

office administrator/accounting clerk

Robin is our Office Administrator and Accounting Clerk. She is an integral part of supporting our business development team, event coordination, and maintaining consistent communication with our valued potential clients. She also works directly with advisors, and broker-dealer/custodians in the preparation of client deliverables and project coordination.

Before joining SRG, Robin worked in the lumber wholesale industry, in which she has 30 years’ experience working as an accounting clerk, bookkeeper, and office Administrator.

Fun Facts: I’m an Oregon native and love great outdoors. I love the Oregon coast, motorcycle riding, music and my dog “Pugsley”. I serve as Coordinating administrator with the Oregon Food Bank for my church’s food pantry. I have lived in the Portland area most of my adult life with my husband, Michael and our son, Nathanial.