Michael Robino, CFP
Private Wealth Financial Advisor
Senior PIM Portfolio Manager
Michael is the Managing Director – Investments for Robino Private Wealth Management Group, where he serves a select group of qualified investors, designing tailored investment strategies that reflect their unique circumstances. As a Private Wealth Financial Advisor, Michael has an expertise in retirement income planning, portfolio management, corporate executive services, alternative investments, and the hedging and monetization of concentrated stock positions. Michael has worked as a Financial Advisor in Omaha for his entire career. Since receiving a BSBA with a major in Finance from Creighton University in 1992, Michael has built a practice that emphasizes strong client relationships, in-depth customization, and committed service. He and his team work closely with individuals and families, helping them streamline the complexities of, and capitalize on the opportunities of, substantial family wealth.
His tenure as a Financial Advisor with Wells Fargo Advisors began in 1995. Michael has earned the CERTIFIED FINANCIAL PLANNER™ designation. Michael has been recognized as a Platinum Council member (previously known as Premier Advisor) annually at Wells Fargo Advisors from 2011 to 2022, including Concord Elite recognition in 2008 and again in 2016. The Platinum Council is a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Most recently, Michael was recognized by Forbes as a 2023 Best-in-State Wealth Advisor. The Forbest Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Michael formerly served on the Children's Hospital and Medical Center board of directors from 2014 through 2022 and he is past president of the Omaha chapter of JDRF. Outside the office Michael enjoys golf and cooking. He is married to Kyle Robino and they have two wonderful daughters, Olivia and Ava.
Private Wealth Financial Consultant
Brett is the Private Wealth Financial Consultant for Robino Private Wealth Management Group. His primary role on the team is managing portfolios for clients to help them meet their financial needs and goals. He is responsible for trading, asset allocation, asset selection and investment research. When managing investment portfolios for clients, he carefully considers each one’s unique financial situation. Brett works closely with Mike to manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. With a focus on securities research and maximizing tax efficiency, Brett helps implement investment strategies designed for each individual client. Prior to his current role with Robino Private Wealth Management Group, he was a Trader at Insight Securities Inc. for 4 years where he was responsible for executing trades for multiple financial advisors and monitoring transactions for suitability. Brett earned his degree in finance from the University of Nebraska – Lincoln and he is a CFA and CAIA Charter Holder.
Brett was born and raised in Omaha, Nebraska. He is a member of the CFA Institute and the CFA Society of Nebraska. Outside the office, he enjoys spending time with his family, playing golf, exercising, and snowboarding. Each year, Brett enjoys traveling to Arizona with his friends for golf trips. A few of his favorite courses in Arizona are We-Ko-Pa and Troon North. His favorite golf course in Omaha is Iron Horse. Brett also enjoys traveling to Colorado, Utah, and Montana for ski trips. He is currently working toward running his first half-marathon in Yellowstone this summer. Brett and his wife, Taylor, have recently become new parents and he is excited to be a new father and cannot wait to share his hobbies and interests with his daughter.
FINRA registrations include: Series 7, 66, 52, 53, 55, 4, and 24, and life and health insurance licenses.
Katie is the Marketing Client Associate for Robino Private Wealth Management Group of Wells Fargo Advisors. Her role on the team is to maintain, deepen, and enhance the quality of our client relationships by consistent outreach, scheduling reviews and meetings, managing the team’s social media presence, and planning events. Katie has over 9 years of experience with Wells Fargo including 6 years of management and leadership experience. As a Service Manager for Wells Fargo Bank, Katie coached and developed a highly skilled team of tellers, lead tellers, and personal bankers. In her previous role, Katie served as a Senior Client Associate for Wells Fargo Private Bank and supported senior level Wealth Management Bankers with account administration, sales activities, risk management, and relationship management for high net-worth clients. Katie is an active volunteer through the Wells Fargo volunteer program and currently serves on the board of The Wells Fargo Nebraska Employee Impact Team.
Outside of the office, Katie enjoys reading, photography, international travel, and spending time outdoors with her husband and two dogs. Katie loves learning about other countries and cultures and has been to several countries in Europe, Central America, and The Caribbean. Her two favorite countries she has visited so far are Costa Rica and Scotland and she has a goal to travel to a new destination each year.
Senior Client Associate
Michelle Hattam is a Senior Registered Client Associate at Wells Fargo Advisors. She has worked at Wells Fargo Advisors for 18 years and has 24 years of financial services industry experience. Her responsibilities include working with clients to resolve their various service needs, opening accounts, and managing client paperwork. She anticipates and resolves client requests and takes pride in providing the highest level of service.
Outside of work, Michelle enjoys spending time with her friends and family. Michelle is married with a daughter attending college at University of Nebraska at Omaha and a son attending Creighton Preparatory High School.
Licenses Include: State Insurance, Series 7, 63, 66, 9 & 10