Our Financial Advisors' Local Organizations & Supporting Our Community

At Retirement Planning & Wealth Management our financial advisors and support staff are committed to leaving our world a better place, which is why we engage in supporting our community in many different ways.

Here are just a few of the ways we get involved to make a difference:

Kairos Prison Ministry

Dick Robie is an active member of Kairos Prison Ministry. Kairos is a non-denominational Christian ministry group that seeks to promote the word of God to the local prison population.

Young Entrepreneurs Academy

Alexis Campestre mentors junior-high and high school students on how to create a business plan and pitch to a panel of investors. This program is sponsored through the Angleton Chamber of Commerce.

Knights of Columbus

Richard Robie – Member, Jeffrey Fattig – Member

Associated Builders and Contractors

Our firm is a part of ABC as the contractors in our community are a key component of our local economy.

Bark in the Park

We help sponsor this annual community fundraising event for the local animal shelter.

Brazosport Toastmaster’s Club

We provide a supportive and positive learning experience in which members are empowered to develop communication and leadership skills, resulting in greater self-confidence and personal growth.


  • VP of Membership – Richard Robie
  • VP of Public Relations – Alexis Campestre

Rotary Club International

Rotary is an international service organization whose stated human rights purpose is to bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and to advance goodwill and peace around the world.


  • Gulf Coast After 5 Rotary Club: Richard Robie – President, Barbara Robie – Assistant District Governor
  • Brazosport Rotary Club: Jeffrey Fattig – Past President, Member
  • Rotary E-Club of Houston: Alexis Campestre – Treasurer