To lead entrepreneurs through the critical process of exit strategy development and implementation—by providing 360-degree support with a team of Financial Advisors, Attorneys, CPAs, Merger and Acquisition Specialists, and other professionals with succession expertise—to ensure smooth, sell-ready exits of maximum value.

Every entrepreneur exiting their business when they want, the way they want.

Chief Exit Officer

Robin is a Wealth Strategist with over 35 years of experience. As the founder of Wealth Progression Group, a full-service brokerage office, Robin has a long track record of providing advanced planning tools and strategies to a diverse clientele of individuals and business owners. Her expertise spans a comprehensive range of financial vehicles to help with tax solutions strategies, and various insurance products, as well as sophisticated retirement and compensation plans. Additionally, Robin offers access to alternative investments for accredited investors, such as multi-family housing, hospitality ventures, oil and gas, industrial warehouse, infrastructure, opportunity zones, deferred sales trusts, and commercial real estate.

As Chief Exit Officer, Robin focuses on guiding entrepreneurs and business owners through the critical and complex process of exit planning and implementation.

Dana Richards had lived the past twenty years of her life wishing that she mattered. In Beyond Your Wildest Dreams, she makes the difficult choice to leave behind all the trappings of modern American success (marriage, house in the country, career) and find, instead, the life she truly wanted.

Dana steps out of her comfort zone, risking everything to change her life, embarking on a journey around the world that becomes a quest for self-discovery that will inspire every reader.

Licensure

• Series 7: General securities representative
• Series 65: Uniform investment adviser law
• Series 24: General securities principal
• Life, health and long-term care insurance

Education

• Bachelor of Science in Accounting, Buena Vista University
• Extensive Continuing Education on financial subjects
• Hundreds of hours of Due Diligence on the financial industry and product specific training each year

Volunteer and Community Work: Current

Eden Prairie Chamber of Commerce

• Public Policy Committee Member
• Small Business Roundtable Chair

University of Minnesota

Grace Church

Making Our Moms Successful (M.O.M.S.) Program Donor and Volunteer

MNCrew Member

Coalition9 Member

Volunteer and Community Work: Past

Mason City Sunrise Rotary

• President
• Club Service Chair
• Vocational Service Chair
• Fundraising Chair
• Paul Harris Society Member

Mercy Hospital

• Board Member
• Finance Committee Chair

Mason City Chamber of Commerce

• President
• Board Member
• Foundation Chair
• Wright on the Park Project Committee
• Distinguished Citizen of the Year Award

United Way of North Central Iowa

• Campaign Chair
• Board President
• Bob Dutcher Award

North Iowa Area Community College Foundation Board Member

Juvenile Diabetes Research Foundation Leadership Committee

American Cancer Society

YMCA

• Capital Campaign
• Partner of Youth Campaign