Robinswood Financial advisors have seventy-five years of combined experience in the financial services industry working with:
American Express Financial Advisors (now Ameriprise)
Bank of America
Dean Witter Reynolds
|Five Cedars Financial
The Legacy Group
Merriman Capital Management
We work with our clients according to a committed customer-first, relationship-based philosophy. Let us share with you our professional and personal experiences. They define much of who we are as individuals as well as investment professionals.
Edward L. Ward, CFS, BCE
Principal / Financial Advisor
Ed is CEO of both Robinswood & Co. and Robinswood Financial.
Ed started in this industry with Dean Witter Reynolds in the commodities department and later worked on the floor of the Pacific Stock Exchange. Prior to establishing Robinswood Financial, Ed managed $320,000,000 as an investment advisor with Merriman Capital Management. He is a Certified Fund Specialist (CFS) and he is Board Certified in Estate Planning (BCE). Ed is a former member of the Board of Directors for the Puget Sound Chapter of the Financial Planning Association (FPA), and is a current member of the East King County Estate Planning Council (EKCEPC).
Ed works with clients to develop an understanding of their financial needs and concerns. Based on this understanding, he recommends investment strategies that clients can use to better achieve their objectives. Ed maintains regular contact with clients to make sure their accounts are running smoothly and are appropriate for their risk tolerance and lifestyle.
Ed spends his free time developing a vineyard and flying airplanes, float planes, and helicopters. Ed is a member of the Helicopter Air Operations Team for RAVEN (Regional Aviation Enterprises) under the Office of Emergency Management, and a member of the King County Search and Rescue Unit. Ed is a pilot for Angel Flight
and regularly volunteers his time as a pilot providing transportation around the country for patients fighting cancer. (Read the article "Angels in the Skies
" in the June 11, 2007 issue of The Oregonian.)
Read more about Ed Ward.
Robert W. Guild, CLU, CHFC, CFS
Bob joined Robinswood Financial after nearly 20 years in the financial services industry, specializing in individual and small business legacy planning. He is an active member of the Financial Planning Association (FPA), the East King County Estate Planning Coucil (EKCEPC) and is a former board member of the Seattle/Eastside chapter of the National Association of Insurance and Financial Advisors (NAIFA).
Bob earned his Bachelor’s degree in Business Administration from Washington State University. He holds the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Fund Specialist (CFS). He is currently pursuing his designation as a Certified Financial Planner (CFP).
Bob’s objective with each client is threefold: First, listen to their story, uncovering and understanding their goals. Second, craft a personal plan to meet their short-, mid-, and long-term financial needs. And third, use appropriate savings and investment strategies in reaching those goals. Bob’s commitment to his client’s personal needs, goals, and concerns is foremost. This client-first focus helps him cultivate long-term relationships with his clients.
Bob enjoys spending his time with his wife, Susan, and their two children. He also enjoys golf, baseball, softball, travel, aviation history, and military history. In his spare time, Bob volunteers with several local charities.
Read more about Bob Guild.
Jeanne Forrey, CFP®, CRPC®
Jeanne specializes in retirement planning strategies. She serves successful clients that are ready to live their lives intentionally. By serving as your essential partner, she endeavors to understand your situation, your needs and what you want to accomplish. As a CFP®, she tailors a strategy for you to assist you in reaching your unique life goals for retirement, college, estate transfer or new life adventures.
It is tough to find the time to create a strategy to achieve your life goals and even tougher to implement it. That’s why the advisory process can make it easy for you. Following these four steps, together, we can develop and maintain a sound financial strategy:
- Identify your objectives, risk tolerance and time horizon
- Consider costs, tax implications, market conditions and asset allocation
- Recommend and implement your investment strategy
- Monitor and adjust to changes (personal and market)
By starting the process now, you can be on the road to reaching financial peace of mind.
Jeanne joined Robinswood Financial coming from Merrill Lynch. She is passionate about serving her clients well. To that end, she has achieved her Certified Financial Planner™ (CFP®) designation (2004) and Chartered Retirement Planning Counselor® designation (2008) and the Certified Divorce Financial Analyst (2013). In her prior life, she held management positions in the dental, optical and manufacturing industries (L’eggs Pantyhose being one rich in “war stories”).
Jeanne has served her community on the boards of Kirkland Rotary, Kirkland Performance Center, Kirkland Woman’s Club and other organizations. Jeanne is active with and has been a board member of Accounting & Financial Women’s Alliance (AFWA) as well as American Association of University Women (AAUW). She and her husband, Jeff, are very active with Volunteer Optometric Service to Humanity (VOSH). They travel to developing countries to serve remote communities with their eye care. She loves dancing (esp. West Coast Swing) and spending time with her grown son and his family in Redmond. She enjoys golfing, swimming, reading and visiting her Minnesota family.
Read more about Jeanne Forrey.
Brian D. Gawthrop, CFP®, AIF®, QPFC
Brian wears several hats in his life. He is a husband, a father of two little boys (soon to be three), an elected member of the Houghton Community Council
in Kirkland, a finance committee member for a local non-profit, and, of course, a financial advisor at Robinswood Financial. He works with successful clients who are nice and have a sense of humor because life is too short to tolerate mean people. As a Certified Financial Planner® practitioner and fiduciary, Brian assumes the role of a family’s Chief Financial Officer, coordinating all aspects of a client’s financial life.
Brian is a veteran of the profession. He began his financial advisory career in early 2002 after his father succumbed to his battle with ALS (Lou Gherig’s Disease) one month before the terrorist attacks of September 11, 2001 (9/11). In his former life, Brian was the co-owner of Terra Networks Corporation, an Internet technology consulting firm, which was sold to BestTransport.com
in 1999, Brian decided to change careers in order to pursue a profession that would allow him to help families directly and educate them to be wary of financial industry wolves in sheep’s clothing.
West Virginia University (WVU) is Brian’s alma mater. He studied three years of Chemical Engineering before deciding that he couldn’t run a business full-time (Terra Networks Corporation) and be a full-time engineering student. So, he switched to Business Administration and got a Bachelor of Science degree focused in Marketing. Once Brian was in the financial advisory industry, he completed the Certified Financial Planner (CFP®) curriculum through The American College and then passed the comprehensive 2-day Certified Financial Planner Board exam. In addition to his CFP® designation, Brian also holds the Accredited Investment Fiduciary (AIF) designation through the Center for Fiduciary Studies and the Qualified Plan Financial Consultant (QPFC) designation granted by the American Society of Pension Professionals and Actuaries. The major benefit to clients in having these various designations is the required continuing education involved to maintain them.
In his “leisure time” Brian likes to partake in hiking, skiing, or pretty much anything outdoors. He can frequently be spotted in Houghton walking his rescued greyhound, Astro. With small children, most of his spare time is dedicated to family adventures — domestic and otherwise.