Broker Check

Meet The Team

Meet The Team

Robin Edgar - Owner & Wealth Strategist

Robin Edgar is a Wealth Strategist and owner of Wealth Progression Group. She has been an independent Wealth Strategist for over 32 years and specializes in helping individuals and companies with all their financial needs and goals. Robin has worked with hundreds of people throughout her career and has a history of personally investing in most of the investments she recommends to her clients.

Robin believes that retirement is more of a state-of-mind than a lifestyle change. She spends a lot of time encouraging her clients to build a confident financial picture so they can enjoy today and build for a confident tomorrow.

Robin currently holds the following licensure: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Investment Adviser Law), life, health and LTC insurance.


 

Client Centered

Complimentary Financial Discovery Session with Me

Todd Leet - Wealth Strategist

Todd Leet - Wealth Strategist

Todd joined the WPG team as a Wealth Strategist in October 2023.

He brings his strong entrepreneurial spirit to the team from serving as an executive at a 3000+ member church north of Tampa and then as a financial advisor with Thrivent Financial. Every step of his career Todd has repeatedly built “something from nothing” and is committed to continuing that spirit while serving his Wealth Progression Group clients.

Meghan Pederson - Operations Manager 

Meghan Pederson - Operations Manager 

Meghan Pederson is serving our clients as an Operations Manager. 

She is a recent graduate of the University of Minnesota's Curtis L. Carlson School of Managment, with a Bachelor of Science in Finance. She was a member of the University's 'Women in Business Club' and 'Carlson Student Advisory Board'. 

This information is for informational purposes only and does not intend to be a sales solicitation or recommendation.

*Awards based on a board of directors’ vote for leadership and volunteer presence and accolades in the community.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Investment advisory services offered through Concorde Asset Management, LLC, (CAM), a registered investment advisor. Insurance through Concorde Insurance Agency, Inc. (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.

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