Rory Robison, CFP®, ChFC®
Financial Adviser
Rory received his Bachelor of Arts in Business Administration from Northwest Christian University in 1996 and entered the financial services industry in 1999. With over 20 years of experience in the industry, Rory has built a successful relationship based practice working with individuals and business owners. Rory’s approach to financial planning keeps the client’s unique goals, objectives, and circumstances at the forefront; he partners with each client to crystallize their objectives, and provides holistic planning solutions, personalized to meet each clients’ needs. Rory’s specialties include wealth management, retirement income, estate conservation, business planning, and charitable giving.
Rory is a member of the National Association of Insurance and Financial Advisors, a Life and Qualifying member of the Million Dollar Round Table (MDRT)*.
In addition to his professional work, Rory currently serves as a board member of Relief Nursery, a local non-profit that focuses on child abuse and neglect prevention; and acts as an advisory board member to the Center for Leadership and Ethics at Northwest Christian University.
