Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
Areas of Expertise:
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.