Robbie is responsible for the client service work for David Koren’s team, including new account paperwork and processing, client service requests and records management. She also markets the firm’s educational opportunities, handles compliance requirements and sits at the front reception to greet clients as they walk in the door. Her favorite part of the job is working with clients, getting to know them and their families, and helping them feel secure in their retirements.
Outside of the office, Robbie is wife to David and mom to two beautiful children. She loves animals, especially dogs, enjoys traveling, antique shopping and spending time with her family.
B.S. in Mechanical Engineering, Lehigh University