
Roberts Wealth Management
Our Firm
All Members
Fiduciary Financial Advisor
Client Services

Paul Roberts III
President / Chief Executive Officer
(866) 991-0001
Paul Roberts III is an Advisor / President of Roberts Wealth Management of

Derek Inkol
Chief Operating Officer
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Derek is the Chief Operating Officer at Roberts Wealth, where he brings

Don Picolo
Chief Financial Officer
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Don came to Roberts Wealth with 20 years of financial industry experience

Julia Roberts
Chief Marketing Officer
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Julia is responsible for leading our marketing department. She oversees the planning,

Liza Palmer
Chief Compliance Officer
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Liza graduated from the University of Houston – Clear Lake with a

Mick McCormick
Chief Analytics Officer
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Mick’s focus every day is to ensure that our company and our

Christopher Stephenson
Chief Technology Manager
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As Chief Technology Officer at RWM All Stars, Chris Stephenson ensures seamless

Carter Lewis
Senior Fiduciary Advisor
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Carter provides ongoing client reviews and case designs for retirement. Carter prides

Karen Garner
Senior Fiduciary Advisor
(866) 991-0001
Karen’s goal is to help our clients plan for their financial well-being

Brennan Kim
Fiduciary Financial Advisor
(866) 991-0001
Brennan is one of our team’s All-Star Advisors. Born and raised on

Jessica Zhaoxia Lin
Fiduciary Financial Advisor
(866) 991-0001
Jessica is dedicated to helping clients plan and prepare for a secure

Armir Zeneli
Fiduciary Financial Advisor
(866) 991-0001
With years of experience working with some of the largest financial firms

Michael Thompson
Fiduciary Financial Advisor
(866) 991-0001
Michael goal is to provide simplified solutions to complex financial questions and

Thomas Moore III
Fiduciary Financial Advisor
(866) 991-0001
Thomas is our Tax Specialist who provides our clients with cutting edge

Mike Markiewicz
Fiduciary Financial Advisor
(866) 991-0001
Mike has been helping clients get to and through retirement for over



Alan Bradley
Fiduciary Financial Advisor, CFP
(866) 991-0001
Alan's approach to wealth management is comprehensive and begins with building a


Daxton Fryer
Financial Advisor
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Daxton provides ongoing client review and case designs for retirement. Daxton started


Tamara Reverol
New Business Director
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Tamara Reverol is our New Business. Tamara’s main objective is to provide

Angie Boudreaux
Application Specialist
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Angie Boudreaux is our Application Specialist. Angie's main objective is to provide

Jaimie Tiner
Director of Client Services
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As Client Services Specialist, Jaimie is responsible for preparing for client reviews,

Jenny Shaver
Client Services Specialist
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Jenny is a Client Services Specialist. Her responsibilities include prepping and scheduling

Ashton Hutchens
Client Services Specialist
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Ashton is responsible for communicating with clients to schedule their annual review.

Elizabeth Atmadja
Client Services Specialist
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Born in Indonesia, Elizabeth began her professional career as a financial auditor

Tonia Bishop
Client Services Specialist
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Tonia is a valued member of the Applications Department at Roberts Wealth

Brent Thompson
Client Liaison
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Brent’s acts as an intermediary between the company and the client to

Julian Sansom
Client Liaison
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Julian Sansom is the Client Liaison for the Mobile, AL office. There,

Paige Stapleton
Client Liaison
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Paige is our Client Liaison for our Pensacola, FL and Daphne, AL

Robyn Reynolds
Client Liaison
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Robyn is the Client Liaison in our Woodlands, TX office. She really

Brian Carriere
Community Educator
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Brian’s primary focus is to inform and educate potential clients about the

Vicki Kirby
Director of Accountability
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Vicki is the “quarterback” of the Roberts Wealth All-Star Team, “intercepting” all

Sharon Strickland
Director of First Impressions
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Sharon is the Director of First Impressions and loves baking her famous

Brooke Robson
Director of First Impressions
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Brooke loves meeting new people and learning something from each encounter. She

Lisa Young
Director of First Impressions
(866) 991-0001
Lisa is the Director of First Impressions in Katy, Texas. She is

Lorie Wilson
Director of First Impressions
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Lorie is the Director of First Impressions in our Sugar Land, TX.

Rhonda Benefield
Director of First Impressions
(866) 991-0001
Rhonda is one of our Director of First impressions in the Biloxi


Patty Tasliman
Office Assistant
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Patty graduated from the University of Houston’s Bauer College of Business School

Rebecca Collins
Media Coordinator
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Rebecca has lived on the Gulf Coast for the last decade after living


Frederick Wegner
Medicare
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In 1996, I graduated Summa Cum Laude from William Carey University with

Jordan Thomas
Advisor Assistant
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Jordan is happily married to his wife Madison and has an amazing

Krista Goodhart
Applications Specialist
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Krista is an Applications Specialist, dedicated to helping individuals effectively by using

Meredith Carriere
Data Control
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Meredith is a native of Gulfport and holds a bachelor’s degree in

Val Sagindykov
Accounting Assistant
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Val is an Accountant Assistant at Roberts Wealth Management, where he specializes