BIO

LaShell Robbins, M.S.

Client Service Associate

LaShell is passionate about helping individuals and families achieve their financial goals through exceptional client service and thoughtful support. She believes that personal finance is one of the most important aspects of daily life, yet it is often overlooked or difficult to discuss. She is driven by the opportunity to help bridge that gap by serving clients with care, clarity, and excellence as part of a collaborative team.

Professionally

LaShell earned her bachelor’s degree in General Business with a specialization in Small Business and Entrepreneurship from West Texas A&M University before completing a Master of Science in Personal Financial Planning at Texas Tech University. During her graduate studies, she developed a passion for helping others build confidence in their financial lives and achieve meaningful, long-term goals.

Following graduate school, LaShell relocated to the Dallas-Fort Worth area, where she served as a Client Service Operations Associate with a registered investment advisory firm. In this role, she supported both clients and advisors by maintaining data integrity, optimizing operational processes, and contributing to the firm’s commitment to exceptional service. She later earned her CFP® certification, further strengthening her ability to combine technical financial planning knowledge with operational excellence to enhance the client experience.

Personally

Outside of work, LaShell enjoys curling up with a great novel, baking cookies and sourdough, or cheering on her favorite hockey team. Her faith is the foundation of her life and guides the way she strives to serve others, pursue personal growth, and approach each day with purpose and integrity.