David P. Robinson - CFP®

• Certified Financial Planner™ and non-practicing attorney
• Founded RFA in 1995
• Chief Investment Officer
• Expertise includes investment management and retirement planning
• 25+ years of financial services experience
• Graduated from Yale University with a B.A in History in 1972 and University of Pennsylvania Law School in 1975
• Community service (present and past): Maine Businesses for Social Responsibility; Maine Estate Planning Council; Maine Small Business Alliance; Greater Portland Chamber of Commerce; and Kennebec Girl Scout Council
• Married to Anne Romano and resides in Cumberland, Maine

Donna J. Millett - CFP®

• Certified Financial Planner™
• Joined Robinson Financial Associates in 2008
• Over nine years in the financial services industry, mostly while working with Fidelity Investments in New York City and Boston
• While at Fidelity, Donna worked as an Investment Advisor to Fidelity’s high net worth clients as well as managing clients in Fidelity’s discretionary money management group
• Special areas of expertise include investment planning and relationship management
• Graduated in 1998 from the Whittemore School of Business and Economics at the University of New Hampshire with a B.A. in Economics
• A native Mainer, Donna grew up in the Oxford Hills area and currently resides in Portland

Tracey M. Daigle - Service and Operations Manager

• Joined RFA January 2010
• 17 years of professional experience including owning her own business, office management and branch management with Gorham Savings Bank
• Graduated from University of Southern Maine with a B.A. in History
• Obtained her Registered Paraplanner designation in 2010
• Resides in Gorham with her husband, son and daughter

Anne M. Romano, CPA - Affiliated Professional

• Certified Public Accountant
• Owner and principal of Anne M. Romano, CPA, founded in 1992
• Specializes in tax planning and tax return preparation for individuals and small to medium sized business entities
• Areas of expertise include business entity planning, retirement plan audits, estate tax returns, and private foundations
• 20+ years accounting experience with national and regional accounting firms
• President-elect of the Maine Society of Certified Public Accountants