Meet Robin Roberts

Chief Advisor | 40+ Years Banking Experience

After spending more than 40 years in the banking and financial industry, I know what it takes to build lasting financial security. My career has been dedicated to helping individuals and organizations grow their wealth with confidence and clarity.

Plan Your Future

Personal Brand Story

After spending 40+ years in the banking industry, it was a natural fit to help others build their retirement plans and make the most of what they have.
I’ve spent my life managing money and helping organizations grow. Most people don’t realize how their 401(k)s and investment choices will impact their financial future — that’s where I come in. I help people understand how to grow their money safely and with confidence.

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My Journey

I didn't start out as a financial advisor. I built my career from the ground up in banking. Over the decades, I've:

Founded and launched a new bank in Minneapolis
Managed a $200 million bond portfolio
Served as President & CEO, leading teams and building trust
Negotiated, built, and staffed 20 new bank branches across the Twin Cities area.

Through all of that, one thing became clear: most people don't have the guidance they need to make smart financial decisions. That's why I transitioned into financial advisory — to help individuals understand their retirement plans, investment options, and long-term strategies in a way that actually makes sense.

My Approach

I believe financial planning shouldn't be complicated or intimidating. Your goals are unique, and my job is to guide you step by step toward a financial future that feels right for you. No confusing jargon, no pushy sales tactics — just honest, straightforward advice backed by decades of experience.

Certifications & Specializations

CSA – Certified Senior Advisor: Specialized training in addressing the financial and lifestyle needs of seniors
CCA – Certified College Advisor: Expert guidance in college funding strategies and education planning
40+ Years in Banking: Deep expertise in financial management, investments, and retirement planning

Mission Statement

“Your goals are unique, and we’re here to guide you step by step toward a financial future that feels right for you.”

Commitment to Financial Security

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Integrity

We prioritize honesty and transparency in our services. Our clients trust us to provide clear and straightforward retirement income solutions.

Handshake, meeting and old couple with financial advisor for retirement fund, fraud protection and pension planning. Documents, greeting and shaking hands with people at home for account manager

Client-Centric Approach

Our clients are at the heart of everything we do. We tailor our retirement planning strategies to meet the unique needs and goals of each individual, ensuring personalized service and attention to detail.

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Expertise

With years of experience in retirement income planning, our team is dedicated to providing knowledgeable guidance and innovative solutions. We stay informed about the latest industry trends and regulations to offer the best possible advice to our clients.

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Community Commitment

We dedicate ourselves to serving the La Crosse community. Our focus is on helping individuals plan for a secure retirement, ensuring peace of mind for the future.

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Long-Term Relationships

We aim to build lasting relationships with our clients, based on mutual respect and understanding. Our goal is to be a trusted partner throughout their retirement journey, providing support and expertise every step of the way.

Secure Your Retirement Future

Ensure a stable financial future with Robin Roberts's expert retirement planning. Discover customized solutions tailored for your journey.

Plan Today

Certifications & Specializations

Robin Roberts, CSA

Specialized training in addressing the financial and lifestyle needs of seniors

CCA – Certified College Advisor

Expert guidance in college funding strategies and education planning