Robin Taylor is a seasoned operations leader with over 20 years of multifaceted experience spanning finance, marketing, public relations and corporate event planning. Now serving as a key force behind Paraclete Wealth Management’s operational infrastructure, Robin brings a unique blend of strategic oversight and hands-on execution to the firm’s day-to-day and long-term initiatives.

With a deep focus on process improvement and organizational efficiency, Robin specializes in optimizing internal systems and leveraging technology to streamline workflows. She has a strong proficiency in software integrations and is continuously working to implement tools that enhance collaboration, automate administrative functions, and elevate the overall client experience.

Robin’s hallmark strengths include meticulous attention to detail, exceptional project management, and clear, proactive communication. Her ability to manage complex initiatives while fostering cohesive team operations ensures that Paraclete remains aligned in its mission to deliver strategic retirement planning solutions.