James Robbins, CFP®
President/Chief Investment Strategist
Jim is a veteran with over 35 years of experience in the financial services industry, providing clients with thoughtful and invaluable investment advice and guidance. As president, he serves as senior investment strategist of Robbins Wealth Management and is responsible for the firm’s unified wealth management strategies. His areas of expertise include retirement planning as well as trust and estate planning. Additionally, he is responsible for the firm’s regulatory compliance.
Prior to founding the company in 1991, Jim served as a registered representative for several Broker Dealers and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1986.
Financial Advisor/Operations Manager
It's Russell job to make sure the organization is running as well as it possibly can with smooth and efficient service that meets the expectations and needs of our clients. Assisting clients with comprehensive financial and retirement planning is one of Russell's areas of expertise. Russell also oversees numerous regulatory and compliance tasks of the corporation.
He proudly served his country for eight years in the United States Army, and later earned a bachelor's degree in finance from Penn State University. Today, Russell enjoys all things outdoors.
Eric Robbins, CFA
Eric is a financial advisor as well as a lecturer in finance at Penn State Erie -- The Behrend College, where he teaches courses on corporate finance, investments, and retirement planning. With more than 15 years of investment management experience, Eric uses his knowledge to advise clients in regards to how best to invest their assets.
Eric holds a bachelor's degree in accounting from Asbury University, an MBA from Gannon University. He has been a Chartered Financial Analyst® charter holder since 2009 and a CERTIFIED FINANCIAL PLANNER™ professional since 2015.
Mary is an executive assistant with over 8 years of experience. Providing the utmost in customer care is her forte. She holds a degree in Elementary Education from Fredonia State University and an associate’s degree in Business Administration from Alfred State College. Mary has been married to her husband, Tom, for 20 years, and they have two daughters.