Paul Roberts III is an Advisor / President of Roberts Wealth Management of

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

Don came to Roberts Wealth with 20 years of financial industry experience

Julia is responsible for leading our marketing department. She oversees the planning,

Liza graduated from the University of Houston – Clear Lake with a

Carter provides ongoing client reviews and case designs for retirement. Carter prides

Karen’s goal is to help our clients plan for their financial well-being

Brennan is one of our team’s All-Star Advisors. Born and raised on

Jessica is dedicated to helping clients plan and prepare for a secure

With years of experience working with some of the largest financial firms

Michael goal is to provide simplified solutions to complex financial questions and

Thomas is our Tax Specialist who provides our clients with cutting edge

Mike has been helping clients get to and through retirement for over

COMING SOON

COMING SOON

COMING SOON

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

After starting in major banks on Wall Street, Will has dedicated over

COMING SOON

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

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

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

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

Ashton is responsible for communicating with clients to schedule their annual review.

Born in Indonesia, Elizabeth began her professional career as a financial auditor

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

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

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

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

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

Mick’s focus every day is to ensure that our company and our

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

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

Brooke loves meeting new people and learning something from each encounter. She

Lisa is the Director of First Impressions in Katy, Texas. She is

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

Rhonda is one of our Director of First impressions in the Biloxi

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

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

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