Our Team Is Dedicated To Serve You

James H. Robbins, CFP®
President/Chief Investment Strategist
 
Jim specializes in customized, balanced investment management strategies and strategic asset allocation. His typical client is either a retiree in need of ongoing management of their investment portfolio or a professional who is planning for their future retirement. Jim also assists his clients with their estate planning needs. Jim cherishes long-term relationships he has developed with his clients.
 
With over 27 years experience in the financial services industry, Jim has been a Certified Financial PlannerTM since 1986, and is a member of the Financial Planning Association. Prior to founding an investment advisory corporation in the spring of 1991, Jim worked as a registered representative of several different Broker Dealers. While with Travelers Equity Sales, Inc., he was a member of the National Leaders Club for 8 years, 3 of which Jim was in the top 10 consultants in the country. While with Advantage Capital Corporation, he was a member of the Advisor’s Gold Club.  
 

He has been married to his wife, Janice, for 36 years. They have two sons, one of whom works in the family business while the other works in Accounting at NetApp in Chapel Hill, NC. 

When not hard at work, Jim enjoys researching family genealogy, sailing in the summer, and pushing his grandkids on the backyard swing.           

            
 
Eric J. Robbins, CFA
Investment Analyst/Portfolio Manager
 
Eric also specializes in customized, balanced investment management strategies and strategic asset allocation. Like Jim, his typical client is either a retiree in need of ongoing management of their investment portfolio or a professional who is planning for their future retirement. Eric also assists his clients with their college planning needs and determines the best way to blend employer-sponsored retirement savings options with other traditional tax-deferred saving methods. Like father, like son. Eric also focuses on building long-term relationships with his clients and helping them achieve their unique financial goals. Eric's analysis goals focus on individual stocks and covered call strategies.
 
With over 11 years experience in investment management, Eric has the experience, motivation, and training to help his unique array of clients. He holds a Bachelor of Arts in Accounting from Asbury College and an MBA from Gannon University. Eric is also a Chartered Financial Analyst® charterholder. Eric is also an Instructor in Finance at Penn State Behrend Campus's Sam and Irene Black School of Business.

Eric has been married to his wife, Joy, for 12 years, and together they have two children.            

When Eric is not hard at work, he enjoys reading, exercising, and spending time with his family. He especially enjoys family biking times at the beach (Presque Isle) and sunset cruises on the family ski boat.        

 

Melissa A. Fisher

Executive Assistant

 

Melissa Fisher is an executive assistant with over 14 years of experience. Previous to joining the Robbins Wealth Management team, she worked as a regional contract administrator for STERIS Corporation. She holds a Bachelor of Science in Psychology from Penn State (so be careful what you say to her over the phone). She is the friendly female voice you will hear when you call our office.

 

Melissa has been married to her husband, Dan, for 13 years. They have two sons.

 

When Melissa is away from the office she enjoys harassing her neighbors (Eric Robbins), and spending time with her kids.

 

        
 
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