Robert Genereaux, CFP®

Investment Analyst

Robert is responsible for supporting client relationships by creating retirement plans, drafting trades, and conducting research.  As an Investment Analyst, he works closely with Lyn’s clients analyzing their portfolios to help ensure they are set up well for their specific situations and life goals.

Outside of work, Robert enjoys spending time outdoors and on the water. Robert and his brother spend many hours fishing the Michigan lakes and upgrading their fishing boat. Robert enjoys all things Ann Arbor, especially its sports teams and attending college football and basketball games.

Education

Central Michigan University

BA, Finance, Minor in Accounting

BA, Personal Financial Planning

Experience

2022-2025

Investment Trader

Retirement Income Solutions

2020-2021

Finance Intern

Retirement Income Solutions

2019

Teller/Customer Service Representative

Bank of Ann Arbor

2017-2018

Finance Intern

Foresight Capital Management

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