Robert Floe is the president and CEO of Floe Financial Partners. His primary role is investment strategist. He spends many hours each week studying the geo-political-economic events that could impact client portfolios for advisory...
Marjan Neyestani Khazra is the Managing Partner with Floe Financial Partners, Inc. She has been a financial advisor since 1992. She began her career with American Express Financial Advisors and worked as an equity coordinator with...
Director of Client Relations
Victoria joined Floe Financial Partners in November of 2016. As Director of Client Relations for Floe Financial Partners, Victoria oversees the daily operations for the practice.
Branch Operations Support
Sam joined Floe Financial Partners in 2019. He is responsible for all aspects of administrative support, day to day operations, and event coordination. Sam is your first point of contact when calling our office and will help ensure you...
Sr. Administrative Assistant
Kimber has worked in several industries with both Fortune 500 companies and small businesses. The U.S. Holocaust Memorial Museum, Coca-Cola Fountain and Watson Design Group are just a few of the organizations she has brought her...