Robin Brigham

Robin Brigham, CFP®, currently serves as a Senior Advisor at Hager Investment Management Services, LLC, where she plays a pivotal role in guiding clients through comprehensive financial planning and wealth management strategies. With a deep expertise in strategic planning and a keen understanding of investment management, Robin collaborates closely with clients to develop tailored financial plans that align with their unique goals, whether it's retirement planning, estate management, or tax optimization. Her proficiency in leveraging tools like Microsoft Excel and PowerPoint enables her to craft detailed financial analyses and compelling presentations that facilitate informed decision-making.

In her current role, Robin manages a diverse portfolio of client relationships, ensuring personalized service and ongoing support. She oversees the implementation of financial plans, coordinating with investment teams and other professionals to ensure seamless execution. Her commitment to customer service and her strategic approach help foster long-term client trust and satisfaction. Robin also contributes to the firm's growth by generating new client relationships through targeted outreach and social media engagement, showcasing her ability to combine traditional financial advisory skills with modern marketing techniques.

Her expertise extends beyond client management; she actively participates in firm-wide initiatives aimed at enhancing operational efficiency and service delivery. Robin’s background in research and finance, coupled with her skills in Photoshop and social media, allows her to stay ahead of industry trends and communicate complex financial concepts effectively. As a dedicated CFP® practitioner, Robin Brigham exemplifies a holistic approach to financial advising—balancing technical expertise with personalized client care to help clients achieve their financial aspirations.