Meet Robbie

Hi, I'm Robbie!

Robbie Morris Headshot

I started Roots Financial Planning to serve dental families just like mine. Here is a bit more about me and my family.

  • My wife Adrienne and I met on the swim team at the University of the Incarnate Word.
  • We currently live in San Antonio, TX.
  • We have two cats Paloma and Patchouli.
  • We love to make pizza on the weekends.

Education & Experience

Candidate for Certified Financial Planner Certification (CFP®)

Certified Student Loan Professional (CSLP®)

Previous experience at ETRADE, Earnest, and investment firms.

Robbie Morris and Dr. Adrienne Morris