Robin Allis,
CFP®

Team Manager, Client Solutions Team

Robin began her career in the financial services industry in 2004 where she worked as a registered representative at Foresters Equity Services. Prior to joining Mercer Advisors, Robin worked at Jackson National Life for eleven years as a manager. Robin and her team of registered representatives assisted clients with insurance policy reviews, attainment of investment objectives, and plans for income distribution. Robin is passionate about assisting clients with evaluating the financial trade-offs and decisions that impact their personal financial lives. Robin is a CERTIFIED FINANCIAL PLANNERTM professional and serves as the Career Development Chairperson for the Colorado Chapter of the Financial Planning Association. She graduated from Colorado State University with a Bachelor of Science degree in Business Administration and a concentration in Finance. Robin is a native of Denver and enjoys skiing and playing tennis in her spare time.

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