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Roberts Wealth Management
Our Firm
All Members
Fiduciary Financial Advisor
Client Services
![Paul Roberts III](http://robertswealth.com/wp-content/uploads/2023/03/paul-roberts-2023.jpg)
Paul Roberts III
President / Chief Executive Officer
(866) 991-0001
Paul Roberts III is an Advisor / President of Roberts Wealth Management of
![Derek Inkol](http://robertswealth.com/wp-content/uploads/2023/04/derek-600-900-new.jpg)
Derek Inkol
Chief Operating Officer
(866) 991-0001
Derek is the Chief Operating Officer at Roberts Wealth, where he brings
![Don Picolo](http://robertswealth.com/wp-content/uploads/2023/03/don-picolo-600-900.jpg)
Don Picolo
Chief Financial Officer
(866) 991-0001
Don came to Roberts Wealth with 20 years of financial industry experience
![Julia Roberts](http://robertswealth.com/wp-content/uploads/2023/03/julia-600-900-2023.jpg)
Julia Roberts
Chief Marketing Officer
(866) 991-0001
Julia is responsible for leading our marketing department. She oversees the planning,
![Liza Palmer](http://robertswealth.com/wp-content/uploads/2023/06/liza-2023-new.jpg)
Liza Palmer
Chief Compliance Officer
(866) 991-0001
Liza graduated from the University of Houston – Clear Lake with a
![Carter Lewis](http://robertswealth.com/wp-content/uploads/2023/03/carter-lewis-600-900.jpg)
Carter Lewis
Fiduciary Financial Advisor
(866) 991-0001
Carter provides ongoing client reviews and case designs for retirement. Carter prides
![Karen Garner](http://robertswealth.com/wp-content/uploads/2023/06/karen-2023-new.jpg)
Karen Garner
Fiduciary Financial Advisor
(866) 991-0001
Karen’s goal is to help our clients plan for their financial well-being
![Brennan Kim](http://robertswealth.com/wp-content/uploads/2023/03/brennan-kim-600-900.jpg)
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](http://robertswealth.com/wp-content/uploads/2023/03/jessica-600-900.jpg)
Jessica Zhaoxia Lin
Fiduciary Financial Advisor
(866) 991-0001
Jessica is dedicated to helping clients plan and prepare for a secure
![Armir Zeneli](http://robertswealth.com/wp-content/uploads/2023/04/amir-600-900-new.jpg)
Armir Zeneli
Fiduciary Financial Advisor
(866) 991-0001
With years of experience working with some of the largest financial firms
![Michael Thompson](http://robertswealth.com/wp-content/uploads/2023/03/michael-600-900.jpg)
Michael Thompson
Fiduciary Financial Advisor
(866) 991-0001
Michael goal is to provide simplified solutions to complex financial questions and
![Thomas Moore III](http://robertswealth.com/wp-content/uploads/2023/03/julian-600-900.jpg)
Thomas Moore III
Fiduciary Financial Advisor
(866) 991-0001
Thomas is our Tax Specialist who provides our clients with cutting edge
![Mike Markiewicz](https://robertswealth.com/wp-content/uploads/2024/07/mike-mark-2024.jpg)
Mike Markiewicz
Fiduciary Financial Advisor
(866) 991-0001
Mike has been helping clients get to and through retirement for over
![Weston Lindemann](http://robertswealth.com/wp-content/uploads/2023/12/Weston-Lindemann.jpg)
![Maria Wojciechowski](http://robertswealth.com/wp-content/uploads/2023/12/Maria-Wojciechowski.jpg)
![Victor Morales](https://robertswealth.com/wp-content/uploads/2024/06/victor-morales-2024.jpg)
![William Rassman](http://robertswealth.com/wp-content/uploads/2023/03/julian.jpg)
William Rassman
Certified Financial Planner
(866) 991-0001
After starting in major banks on Wall Street, Will has dedicated over
![Grant Inkol](http://robertswealth.com/wp-content/uploads/2023/03/grant-600-900-2023.jpg)
![Tamara Reverol](http://robertswealth.com/wp-content/uploads/2023/03/tamara-600-900.jpg)
Tamara Reverol
Director of Processing
(866) 991-0001
Tamara Reverol is our Director of Processing. Tamara’s main objective is to provide
![Angie Boudreaux](http://robertswealth.com/wp-content/uploads/2024/01/Angie-headshot.jpg)
Angie Boudreaux
Application Specialist
(866) 991-0001
Angie Boudreaux is our Application Specialist. Angie's main objective is to provide
![Jaimie Tiner](http://robertswealth.com/wp-content/uploads/2023/03/jamie-tiner-600-900-2023.jpg)
Jaimie Tiner
Director of Client Services
(866) 991-0001
As Client Services Specialist, Jaimie is responsible for preparing for client reviews,
![Jenny Shaver](http://robertswealth.com/wp-content/uploads/2023/03/jenny-shaver-600-900.jpg)
Jenny Shaver
Client Services Specialist
(866) 991-0001
Jenny is a Client Services Specialist. Her responsibilities include prepping and scheduling
![Ashton Hutchens](http://robertswealth.com/wp-content/uploads/2023/03/shton-600-900.jpg)
Ashton Hutchens
Client Services Specialist
(866) 991-0001
Ashton is responsible for communicating with clients to schedule their annual review.
![Elizabeth Atmadja](http://robertswealth.com/wp-content/uploads/2023/03/paige-600-900.jpg)
Elizabeth Atmadja
Client Services Specialist
(866) 991-0001
Born in Indonesia, Elizabeth began her professional career as a financial auditor
![Tonia Bishop](https://robertswealth.com/wp-content/uploads/2024/06/tonia-bishop-24-revised.jpg)
![Brent Thompson](https://robertswealth.com/wp-content/uploads/2024/07/brent-thompson-2024.jpg)
Brent Thompson
Client Liaison
(866) 991-0001
Brent’s acts as an intermediary between the company and the client to
![Julian Sansom](http://robertswealth.com/wp-content/uploads/2023/05/julian-600-900.jpg)
Julian Sansom
Client Liaison
(866) 991-0001
Julian Sansom is the Client Liaison for the Mobile, AL office. There,
![Paige Stapleton](http://robertswealth.com/wp-content/uploads/2023/03/liza-600-900.jpg)
Paige Stapleton
Client Liaison
(866) 991-0001
Paige is our Client Liaison for our Pensacola, FL and Daphne, AL
![Robyn Reynolds](http://robertswealth.com/wp-content/uploads/2023/04/robyn-reynolds-600-900.jpg)
Robyn Reynolds
Client Liaison
(866) 991-0001
Robyn is the Client Liaison in our Woodlands, TX office. She really
![Brian Carriere](http://robertswealth.com/wp-content/uploads/2023/03/brian-600.jpg)
Brian Carriere
Community Educator
(866) 991-0001
Brian’s primary focus is to inform and educate potential clients about the
![Mick McCormick](http://robertswealth.com/wp-content/uploads/2023/03/mike-600.jpg)
Mick McCormick
Chief Technology Officer
(866) 991-0001
Mick’s focus every day is to ensure that our company and our
![Vicki Kirby](http://robertswealth.com/wp-content/uploads/2023/05/vicki-0909.jpg)
Vicki Kirby
Director of Accountability
(866) 991-0001
Vicki is the “quarterback” of the Roberts Wealth All-Star Team, “intercepting” all
![Sharon Strickland](https://robertswealth.com/wp-content/uploads/2024/06/sharon-strickland-2024.jpg)
Sharon Strickland
Director of First Impressions
(866) 991-0001
Sharon is the Director of First Impressions and loves baking her famous
![Brooke Robson](https://robertswealth.com/wp-content/uploads/2024/06/brooke-robson-24.jpg)
Brooke Robson
Director of First Impressions
(866) 991-0001
Brooke loves meeting new people and learning something from each encounter. She
![Lisa Young](http://robertswealth.com/wp-content/uploads/2023/04/lisa-young-600-900.jpg)
Lisa Young
Director of First Impressions
(866) 991-0001
Lisa is the Director of First Impressions in Katy, Texas. She is
![Lorie Wilson](http://robertswealth.com/wp-content/uploads/2023/04/lorrie-wilson-600-900.jpg)
Lorie Wilson
Director of First Impressions
(866) 991-0001
Lorie is the Director of First Impressions in our Sugar Land, TX.
![Rhonda Benefield](https://robertswealth.com/wp-content/uploads/2024/06/rhonda-benfield-2024.jpg)
Rhonda Benefield
Director of First Impressions
(866) 991-0001
Rhonda is one of our Director of First impressions in the Biloxi
![Patty Tasliman](http://robertswealth.com/wp-content/uploads/2023/03/elizabeth-600-900.jpg)
Patty Tasliman
Office Assistant
(866) 991-0001
Patty graduated from the University of Houston’s Bauer College of Business School
![Rebecca Collins](http://robertswealth.com/wp-content/uploads/2023/04/rebecca-600-900.jpg)
Rebecca Collins
Social Media Strategist
(866) 991-0001
Rebecca has lived on the Gulf Coast for the last decade after living
![Corey Hudson](http://robertswealth.com/wp-content/uploads/2024/05/corey-600-900.jpg)
![Frederick Wegner](https://robertswealth.com/wp-content/uploads/2024/06/freddie-2024.jpg)
Frederick Wegner
Medicare
(866) 991-0001
In 1996, I graduated Summa Cum Laude from William Carey University with