Robi Welch
Client Associate
Robi Welch began her career in the financial services industry in 2009 working alongside Managing Director Steve Masoner. As a Senior Client Associate, Robi enjoys building genuine, long-term relationships and she specializes in providing exceptional client-focused service to meet the complex needs of individuals and their families.
Born and Raised in Orange County, Robi enjoyed raising her three daughters in Seal Beach. Now that her girls are grown, she enjoys spending time with her husband of 25 years, cooking, gardening and playing with her three grandkids.