Rob Poynor

Rob’s approach to his work is deeply rooted in personal connection and relationship building. He finds immense satisfaction in being part of a team that guides clients through their financial journeys, helping them achieve their retirement dreams. He is dedicated to ensuring clients feel valued and supported at every step.

Known for his warmth and care, Rob is a seasoned marketing and branding expert in financial and retirement planning. With a career that began in 1991 as a Financial Consultant with Smith Barney, Rob transitioned into marketing and advertising for financial services, bringing a wealth of experience and expertise to his current role. He holds a Bachelor of Business Administration from Lubbock Christian University.

Outside of the office, Rob enjoys spending time with his grown children — Eric, Emily and Lexi — and his wife, Alexa. Their family also includes two Cavalier King Charles Spaniels, Fionn and Maeve, and two rescue cats, Charles and Belle. In his free time, Rob also likes spending time on the golf course, taking the dogs to the puppy park and following college sports.