Robinswood Financial advisors have a half-century of combined experience in the financial services industry working with:
American Express Financial Advisors (now Ameriprise)
Dean Witter Reynolds
|Hollo & Associates
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®, AIP, QPFC
Brian wears several hats in his life. He is a husband, a father of two little boys, 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 merged his own independent advisory firm, Five Cedars Financial, with Robinswood Financial in April of 2015. Although he is the newest member of the Robinswood team, 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.
Nothing satisfies Ardeth more than working personally with clients in all financial circumstances, meeting their specific goals, objectives and risk tolerance with customized money management and financial planning services. Three principles have marked her distinguished 35 year career: uncompromised ethics, highly personalized client relationships and deliberate investment philosophy. In the May 2012 issue of Forbes Magazine, Ardeth was featured prominently in a section about women in Pacific Northwest business.
Since 1976, Ardeth has been a trailblazer in the financial services industry. In her nine years with Edward D. Jones, Ardeth developed two highly successful branch offices in Minnesota and Oregon and influenced the development of the five-state Northwest region. Later at Van Deventer & Hoch, a subsidiary of Chemical Bank, Ardeth established their first office in the Northwest region, where she and her team provided investment advisory services for clients ranging from individuals, corporate plans, pension and profit sharing plans, foundations, trusts and hospitals.
Ardeth’s drive to provide clients with unparalleled service led her to found Hollo & Associates, Inc. in 1993. With the help of her two daughters, Ardeth led her “fee-only” investment advisory and financial planning firm, attracting multi-generational clients. In 2010, Ardeth merged her practice with Robinswood Financial, an investment firm that shares her investment philosophy, values and commitment to personal attention.
Ardeth extends her passion for helping people to the community as a lifelong volunteer, currently active in her church, the Eastside Catholic School Board, the Fulcrum Advisory Board, Fred Hutchinson Advisory Board and as the Chair of the Investment Committee for Forest Ridge School of the Sacred Heart. In the past, Ardeth has worked on a Children at Risk program in Oregon, established a mentor program for students of Washington Middle School in Seattle, served on the Swedish Hospital Board Foundation Planning Committee as well as the Board of Forest Ridge School, Empty Space Theater, among others.
Above all, Ardeth’s most important commitment has always been to her family. She is profoundly proud of her three sons, two daughters and eight grandchildren. When she isn’t spending her free time with her family, Ardeth can be found traveling, reading, enjoying music, gardening, cooking and hiking.
Ardeth grew up in Oregon and the Midwest. She attended college in Connecticut and Washington, earning her Bachelor’s degree in Psychology. Upon graduation she worked as an elementary school teacher in Cleveland, Ohio and in a variety of roles at the headquarters of a large bookstore chain in Ann Arbor, Michigan. After having enjoyed living in nine states, she decided to return to the beautiful Puget Sound area.
Having a background in psychology and education, it’s important to her to educate and help clients demystify the world of finance. Most people see the world of finance as being more complicated that it really is, and they tend to react to it emotionally. Ardeth’s goal is to help people understand finance and investing so they can feel secure in making decisions.
Ardeth began her career in the financial services industry joining Hollo & Associates in 1996. She has earned her securities licenses and has worked towards her CFP designation. She is proud to be a member of a firm where personalized attention and commitment to each client’s unique financial and personal goals is the mission.
In her free time, Ardeth enjoys reading, baking and hiking with her family. Most of all she simply enjoys spending time with her husband and three children. She is an active volunteer at her church and in her children’s schools, both in the classroom as well as with fund raising activities.
Mary oversees the administrative and back office operations at Robinswood. She says her most important objective is to provide clients with exceptional service. She truly has the best interests of our clients at heart.
Mary is originally from St. Louis, Missouri. While growing up, she and her family have called a wide range of places home, from New Orleans to the Arctic Circle, and from Minnesota to the Pacific Northwest.
While most of Mary’s schooling and career focused on education, she also has experience working in customer service having worked at a local sportswear supplier and the University of Washington Hospital. In 1998 she was offered the opportunity to join the family business and work with her mother, Ardeth Hollo, and sister, Ardeth Gregg at the investment advisory firm of “HOLLO & ASSOCIATES” in Seattle. Then in 2010, “HOLLO & ASSOCIATES” agreed to join the Robinswood Financial team.
Most of Mary’s college years were spent at the University of Washington where she graduated from with a major in French Literature and a certification in elementary education. While at the University of Washington, she worked as an aid for UW Special Education program. Mary also attended the University of San Diego where she tutored students in the ESL program so that they could maintain their scholarships.
Mary spends her free time with family enjoying all the Northwest has to offer from beaches to mountains, and she is especially fond of the Oregon coast. She has a passion for literature, and has written children's stories in addition to a special interest in periodic works regarding European history.