With nearly two decades of experience as a financial professional, she is the founder of Provisio, a comprehensive, independent wealth management firm in Anchorage Alaska. She focuses on financial planning and overall wealth management for all her clientele, including personal investing, addressing small business needs, and providing qualified retirement plans. She is securities registered with FINRA with the Series 7, 65, 63, and 31 held through LPL Financial. She holds insurance licenses with the State of Alaska for Life, Health, Variable an fixed annuities. After acquiring her Masters in Business Administration and a Bachelors of Science in Natural Resource Management, both from the University of Alaska Fairbanks, she worked for the large corporate firms of Smith Barney, Morgan Stanley, and Dean Witter.
Robin is a member in good standing with the Financial Planning Association - FPA, the Insured Retirement Institute - IRA, and the University of Alaska Fairbanks Alumni Association.
As a fourth generation Alaskan: she is an accomplished cold water scuba diver (PADI) including Advanced, Drysuit, and Rescue; has a black belt in Sei Shin Kai Aikido; is currently a brown belt in Shoshin Ryu Jujitsu - www.shoshinryu.org; and is an avid hockey fan of the UAA Seawolves.
Shelly Brown, B.S. & B.S.
Financial Planning Assistant
Shelly Brown focuses on preparing documents for Financial Planning and Client Portfolio reviews, and acts as the office manager and client transition specialist for Provisio. She also ensures new clientele transition in with signature services and follow-through.
After a long and productive career working with the original Alaskan oil development firm, changes in the industry lead to a well deserved and by choice break from industry. Shelly is currently in her second career working in a more people focused area of client service and account operations management.
She has completed her Registered Paraplanner professional designation. On-going education endeavors include completion of the Financial Specialist AdminU certificate with LPL Financial. She acquired her Bachelors Degree of Math Sciences and a Bachelors of Science Degree in Geological Engineering both at the University of Alaska Fairbanks (Suma Cum Laude).
Also a fourth generation Alaskan you might find her: curled up with many science fiction books; discussing recent advances in Physics or Astronomy discoveries; or continuing her adventure of building a house in Big Lake off the grid.
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