Our Team and Strategic Affiliates at PH Robb
The Team Behind Every Strategy
PH Robb brings together a multidisciplinary team and a network of strategic affiliates to deliver world-class private client insurance consulting for high-net-worth families and institutions.
Leadership Rooted in Experience
Our leadership team is comprised of seasoned professionals with decades of experience in financial services, insurance, estate planning, and tax law. From advisors and analysts to strategists and legal consultants, each team member contributes deep technical knowledge and a shared commitment to excellence.
What sets us apart is how we operate—as a unified force behind every client relationship. With backgrounds spanning investment banking, estate law, and high-value insurance structuring, we are more than consultants; we are partners in your vision. This foundation allows us to serve as a trusted strategic wealth advisory group, consistently delivering results for clients with highly complex planning needs.
Our Trusted team
Paul Robb
Founder, President, Managing Partner
Nick Robb
Managing Partner
Tiffany Perez
Partner, COO
Katie Keller Reddy
Head of Strategy
Pat Wedeking
Head of Institutional Partnerships
Sherrie Robb
Director of Human Resources
Cole Benninger
Client Services Manager
A National Network of Trusted Affiliates
In addition to our internal team, PH Robb is proud to collaborate with a select group of elite national affiliates. These include top law firms, CPA groups, private banks, and reinsurers—leaders in their respective fields who share our values of precision, discretion, and impact.
We leverage this extended network to structure, execute, and administer insurance strategies that support wealth preservation, high net worth tax strategies, and the long-term transfer of generational wealth. Each affiliate is carefully vetted to ensure seamless alignment with client goals and our high standards of service.
Work With a Partner You Can Trust
PH Robb is here to help simplify the complex and align every decision with your future goals. Let’s build a legacy plan that lasts.