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Robert G

Series 65

Glen Allen, VA

Yes Life Financial

Robert Gillispie is a financial advisor at Yes Life Financial with two years of industry experience. He holds a Series 65 designation and has worked with the U.S. Forest Service for over ten years. Outside of his advisory role, he is a partner in a real estate venture. Yes Life Financial provides portfolio management and comprehensive financial planning services primarily to individual clients through virtual engagements. The firm emphasizes passive investment management using low-cost index funds and ETFs, supported by fundamental, technical, and cyclical analyses.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Cory N

Series 63, Series 65

Glen Allen, VA

Yes Life Financial

Cory Nichols is a financial advisor at Yes Life Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various wealth management and insurance roles. Yes Life Financial provides portfolio management and comprehensive financial planning services to individual clients, focusing on passive investment management using low-cost index mutual funds and ETFs. The firm offers virtual financial planning and structured subscription-style coaching, emphasizing scalable, retail-oriented delivery through a small advisory team.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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