Robinswood Financial

Christopher Simon Wallace is a Series 66-registered financial advisor with six years of industry experience. He is currently affiliated with Robinswood Financial in Kirkland, WA, and has prior experience at firms including Charles Schwab, TD Ameritrade, Fidelity Investments, E*TRADE, and RBC Capital Markets. He also operates a personal holding company, Fridley LLC, as an independent contractor for Robinswood Financial. Robinswood Financial serves individual investors, high-net-worth households, trusts, charitable organizations, and businesses with fee-only, discretionary portfolio management. The firm employs a globally diversified, asset-class-focused investment strategy that incorporates institutional index and mutual funds, with disciplined rebalancing and limited active trading.

Janet Weisman is a financial advisor at Robinswood Financial in Kirkland, WA, holding a Series 65 designation with 22 years of industry experience. She is part of a five-advisor team serving individual investors, including high-net-worth households. Robinswood Financial provides fee-only, discretionary portfolio management primarily for individual investors, trusts, charitable organizations, and businesses. The firm employs a globally diversified, asset-class focused investment approach using institutional index and asset-class mutual funds, with a disciplined rebalancing strategy informed by academic research.

Colleen Bracy is a financial advisor at Robinswood Financial with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and IMS Health. Outside of her advisory role, she is an owner and co-host of a rental property in Abilene, Texas. Robinswood Financial serves individual investors, including high-net-worth households, as well as trusts, charitable organizations, and businesses. The firm offers fee-only, discretionary portfolio management with a globally diversified, asset-class focused investment approach that incorporates institutional index and mutual funds, tax-aware strategies, and limited active trading.

Kelsey Curtis is a CFP® with eight years of industry experience, currently serving as an advisor at Robinswood Financial in Kirkland, WA. Her prior roles include positions at Osaic Wealth, Fresh Look Financial Strategies, and Thrivent Financial. Outside of her advisory work, she is involved with Fem Allies in Business, a nonprofit where she coordinates volunteer activities. Robinswood Financial primarily serves individual investors, including high-net-worth households, as well as trusts, charitable organizations, and businesses. The firm offers fee-only, discretionary portfolio management with a globally diversified, asset-class focused approach that incorporates institutional index and asset-class mutual funds, using tax-aware strategies and limited active trading.

Edward Ward is a financial advisor with Robinswood Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Robinswood Financial since 2007. Outside of his advisory role, he serves as sole trustee of a family trust that manages vacation rental properties in Oregon. Robinswood Financial primarily serves individual investors, including high-net-worth households, as well as trusts, charitable organizations, and businesses. The firm offers fee-only, discretionary portfolio management with a globally diversified, asset-class focused investment approach that emphasizes institutional index and asset-class mutual funds, limited active trading, and disciplined rebalancing.

Robert Mac Rae is a Series 65-licensed financial advisor with Robinswood Financial in Kirkland, WA, where he has worked since 2017. He has eight years of industry experience, including four years at VMware, Inc. Mac Rae operates Fortitude LLC, a personal holding company used in his role as an independent contractor for Robinswood Financial. Robinswood Financial serves individual investors, high-net-worth households, trusts, charitable organizations, and businesses with fee-only, discretionary portfolio management. The firm employs a globally diversified, asset-class-focused investment approach using institutional index and asset-class mutual funds, combining offerings from Dimensional Fund Advisors, Vanguard, and selected ETFs.

Robert Guild is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Robinswood Financial in Kirkland, WA since 2007. Guild operates Kilted Advisor LLC, a personal business platform through which he works as an independent contractor for Robinswood Financial. Robinswood Financial serves individual investors, including high-net-worth households, as well as trusts, charitable organizations, and businesses. The firm offers fee-only, discretionary portfolio management with a globally diversified, asset-class focused investment approach that emphasizes institutional index and asset-class mutual funds combined with disciplined rebalancing.