Robert J. Floe
President
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
Managing Partner
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...
Victoria Ditmer
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.
Sam Kempner
Head of Reporting
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...
Henrique Martins
Director of Client Relations
Henrique is the Director of Client Relations at Floe Financial Partners. He is responsible for providing support to Floe Financial Partners’ advisors with managing client operations and ensuring high-quality service. Henrique is...
Isabella Lloyd-Damnjanovic
Client Services Assistant
Chance Calkins
Client Services Assistant
Liliana Romo
Client Services Assistant
Jackie Ambroso
Branch Operations Support