Our business is built on a foundation of thoughtful client relationships.
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Embark is a financial advisory practice based in Plano, Texas. Here's who we are and how we think.
We're a team of advisors, confidants, problem-solvers and lifelong learners who believe curiosity makes us better at what we do. We ask questions. We challenge assumptions. We embrace new ideas and technology.
We're always looking for better ways to help our clients navigate an increasingly complex financial world.
Co-Founder - Private Wealth Advisor
MS, CFP®, CEPA®, CRPC™
CERTIFIED FINANCIAL PLANNER® practitioner
Robyn has spent 20 years in financial planning and holds the CFP®, CEPA® and CRPC™ designations. She's an Abilene Christian University alumna with a master's in personal financial planning, a working mom of two, and someone you'll usually find at a kid's game or volunteering when she's not in the office.
Draft. Adapted from the advisor page; needs approval.
Co-Founder - Private Wealth Financial Advisor
MS, CFP®, CEPA®, CRPC™
CERTIFIED FINANCIAL PLANNER® practitioner
Robyn has spent 20 years in financial planning and holds the CFP®, CEPA® and CRPC™ designations. She's an Abilene Christian University alumna with a master's in personal financial planning, a working mom of two, and someone you'll usually find at a kid's game or volunteering when she's not in the office.
[CONTENT NEEDED] Short bio.
Financial Advisor
MS, CFP®, CEPA®, CRPC™
CERTIFIED FINANCIAL PLANNER® practitioner
Robyn has spent 20 years in financial planning and holds the CFP®, CEPA® and CRPC™ designations. She's an Abilene Christian University alumna with a master's in personal financial planning, a working mom of two, and someone you'll usually find at a kid's game or volunteering when she's not in the office.
[CONTENT NEEDED] Short bio.
Financial Advisor
MS, CFP®, CEPA®, CRPC™
CERTIFIED FINANCIAL PLANNER® practitioner
Robyn has spent 20 years in financial planning and holds the CFP®, CEPA® and CRPC™ designations. She's an Abilene Christian University alumna with a master's in personal financial planning, a working mom of two, and someone you'll usually find at a kid's game or volunteering when she's not in the office.
[CONTENT NEEDED] Short bio.
Director of Client Service
Business Ops, Innovation & Analytics Manager
Client Relationship Director
Manager of Advisor Support & Solutions
Financial Planning & Investment Analyst
Intern