Meet the team.

  • Paul Robb

    FOUNDER, PRESIDENT,
    MANAGING PARTNER

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  • Nick Robb

    MANAGING PARTNER

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  • Tiffany Perez

    PARTNER, COO

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  • Katie Keller Reddy

    HEAD OF STRATEGY

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  • Pat Wedeking

    HEAD OF INSTITUTIONAL PARTNERSHIPS

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  • Sherrie Robb

    DIRECTOR OF HUMAN RESOURCES

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  • Bryan Coker

    Executive Assistant

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Affilliate - Apheta

  • Apheta

    Business Management

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  • Lalat Pattanaik

    CO-FOUNDER, APHETA

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  • Erica Kho

    ADVANCED MARKETS SPECIALIST

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  • Alex Arias

    DESIGN AND PRODUCT SPECIALIST

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Affilliate - Verdeo

Get To Know PH Robb

OUR MISSION

PH Robb believes that collaboration, transparency, and expertise are the cornerstones of successful planning. Our vision is to create a network of the country’s top advisors who all share these guiding principles to deliver best-in-class service.