Robin specializes in investment management, college funding and retirement planning. He also has extensive knowledge about stock awards and stock options, making him a valued advisor to Microsoft and other high-tech professionals. His experience, disciplined approach, and analytical skills can help you attain your goals.
Robin's asset management & financial planning services are provided primarily on a fee basis, rather than for commissions. It is important to many of Robin's clients that he is an independent fee-based consultant. It assures them that his recommendations are based solely on their needs and objectives. Fee-based compensation removes potential conflict of interest and places Robin on the same side of the table as his clients.
If this sounds like a partnership that you are looking for, please contact Robin to set up a free introductory meeting. Robin's office is located at Carillon Point in Kirkland. For the convenience of Seattle residents, Robin can arrange to meet you at KMS' Seattle office located at the Westin Building on Sixth Avenue. KMS Financial Services, Inc. is an independent financial services firm that Robin is affiliated with for securities and advisory services.