Meet Robbie Morris

Hi, I'm Robbie Morris!

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.
  • Adrienne is a graduate of Roseman University College of Dental Medicine.
  • 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.

I'm a proud member of the following professional organizations:

  • XY Planning Network
  • National Association of Personal Financial Advisors (NAPFA)

In the media

Yahoo Finance: "Navigating Student Loan Repayments: 5 Things To Know Now, According to Experts"

Yahoo Finance: "Here’s the Most You Should Spend on a Monthly Car Payment"

XYPN: "What to Know About Your First Dental Associate Job"

Dental Economics: "The most efficient method to pay down your dental school student loans"

Robbie Morris and Dr. Adrienne Morris
Robbie Morris and Dr. Adrienne Morris