Angela Robinson, CFP®, CEPA®, ChFC®, CRC®

Angela Kennedy Robinson joined her father and her brother in the family business in 2006. Together, and now with her husband as well, they help individuals and families work to create and sustain their Life Plans. Angela pens an editorial each week pertaining to one of the 8 Life Planning Issues their firm proactively tackles with these families, and which are published in the firm’s Weekly Life Lessons newsletter as well as various magazines and news publications. She also hosts Life Planning 101, a weekly podcast that can be found on iHeartRadio, Apple Podcasts, Spotify, and other various podcast platforms.

Like her father and brother, Angela has a passion for helping people and spending countless hours looking for ways to add value to families they work with. She holds several licenses and is a Certified Financial Planner®, Certified Exit Planning Advisor®, Chartered Financial Consultant®, and Certified Retirement Counselor®. In her efforts to continue to sharpen the sword, she is an active member and past board member of Forum 400 and an active member of the Pinnacle Study Group.

Angela and Bret split their time between the two great states they grew up in – Texas and Montana. Along with their sons, Seely and Bryan, they love the country way of life and there is no other place they would rather be than on a horse in the roping arena. The Cowboy Way was instilled in each of them in their own childhood and is the exact legacy they intend to leave behind!