Dental Specialties Financial Planning Group
Robert Metler
Financial Advisor|MBA
Helping you transition into your next season of life with financial certainty
Meet My Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Joanne Roth
Executive Assistant and Client Relationship Lead
Joanne does a little of everything for Rob and his team, but her main priority is providing clients with a great experience. She schedules appointments, sets up accounts and applications, assists with policy changes, and frequently checks in with clients. Joanne has been with Rob’s team for four years and enjoys building relationships with Rob’s clients and helping make their financial goals a reality. If you have a question about your plan or are looking to schedule an appointment with Rob, reach out to Joanne.

Camille Dahl Romrell
Client Service Specialist
Camille provides underwriting support for risk products for both Rob’s team and new Advisors in the Lake Oswego office. She has been with Northwestern Mutual for four years and enjoys helping clients establish financial stability and peace of mind. Camille specializes in moving client policies through application, underwriting, and policy delivery. If you are needing assistance with your policy application, reach out to Camille.

Kate LaFleur
Director of Training/Recruiter
Kate joins Rob’s team with 11 years of recruiting experience. She enjoys investing in people, encouraging people to be the best of themselves, and helping people find a meaningful career path as a Financial Representative. If you are interested in a career as a Financial Representative in the Lake Oswego office, reach out to Kate.

Jared Gordon
Marketing Specialist
Jared, a Hillsboro native, spent a year with Northwestern as a Financial Representative to gain knowledge and experience before joining Rob’s team. He works with clients to schedule meetings, and assists with their financial planning needs.
Meet My Strategic Partners
Through Northwestern Mutual, I work with a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Thomas Jensen
MSc, CFP®
Wealth Management Advisor
Thomas has been with Northwestern Mutual for 10 years, and specializes in working with career focused professionals who are nearing or in retirement. Thomas’ team focuses on investments and provides clarity and direction through education and accountability.
Thomas believes the only true way to accomplish long-term growth is to focus on what you can control, keep costs low, and minimize risk. No matter the market, saving and investing are the means to a fruitful end.

Cory A Mahaffey
MBA, CLU®, CFP®
Wealth Management Advisor
Cory focuses on serving clients through comprehensive, whole-life financial planning. His goal is to help people leave a legacy for their future generations and protect what they have built.
Cory has been with Northwestern Mutual since 1996 and he enjoys providing intentional strategies so his clients can make the most of their money, encouraging them to dream big, and helping them accomplish their personal goals they never thought were even possible.