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

Paul Roberts III
President / Chief Executive Officer
(866) 404-5050
Paul Roberts III is an Advisor / President of Roberts Wealth Management of

Derek Inkol
Chief Operating Officer
(866) 404-5050
Derek is the Chief Operating Officer at Roberts Wealth, where he brings

Don Picolo
Chief Financial Officer
(866) 404-5050
Don came to Roberts Wealth with 20 years of financial industry experience

Julia Roberts
Chief Marketing Officer
(866) 404-5050
Julia is responsible for leading our marketing department. She oversees the planning,

Carter Lewis
Fiduciary Financial Advisor
(866) 404-5050
Carter provides ongoing client reviews and case designs for retirement. Carter prides

Karen Garner
Fiduciary Financial Advisor
(866) 404-5050
Karen’s goal is to help our clients plan for their financial well-being

Brennan Kim
Fiduciary Financial Advisor
(866) 404-5050
Brennan is one of our team’s All-Star Advisors. Born and raised on

William Rassman
Certified Financial Planner
(866) 404-5050
After starting in major banks on Wall Street, Will has dedicated over

Jessica Zhaoxia Lin
Fiduciary Financial Advisor
(866) 404-5050
Jessica is dedicated to helping clients plan and prepare for a secure

Armir Zeneli
Fiduciary Financial Advisor
(866) 404-5050
Armir provides value to our clients by reviewing portfolios and allocations to ensure

Michael Thompson
Fiduciary Financial Advisor
(866) 404-5050
Michael goal is to provide simplified solutions to complex financial questions and

Thomas Moore III
Fiduciary Financial Advisor
(866) 404-5050
Thomas is our Tax Specialist who provides our clients with cutting edge

Mike Markiewicz
Fiduciary Financial Advisor
(866) 404-5050
Mike has been helping clients get to and through retirement for over

Steven Vanderlei
Insurance Specialist
(866) 404-5050
Steven is our Life Insurance Specialist that researches and designs our client’s

Tamara Reverol
Director of Processing
(866) 404-5050
Tamara Reverol is our Director of Processing. Tamara’s main objective is to provide

Liza Palmer
Chief Compliance Officer
(866) 404-5050
Liza graduated from the University of Houston – Clear Lake with a

Jaimie Tiner
Client Services Specialist
(866) 404-5050
As Client Services Specialist, Jaimie is responsible for preparing for client reviews,

Jenny Shaver
Client Services Specialist
(866) 404-5050
Jenny is a Client Services Specialist. Her responsibilities include prepping and scheduling

Ashton Hutchens
Client Services Specialist
(866) 404-5050
Ashton is responsible for communicating with clients to schedule their annual review.

Elizabeth Atmadja
Client Services Specialist
(866) 404-5050
Born in Indonesia, Elizabeth began her professional career as a financial auditor

Brent Thompson
Client Liaison
(866) 404-5050
Brent’s acts as an intermediary between the company and the client to

Julian Sansom
Client Liaison
(866) 404-5050
Julian Sansom is the Client Liaison for the Mobile, AL office. There,

Paige Stapleton
Client Liaison
(866) 404-5050
Paige is our Client Liaison for our Pensacola, FL and Daphne, AL

Robyn Reynolds
Client Liaison
(866) 404-5050
Robyn is the Client Liaison in our Woodlands, TX office. She really

Brian Carriere
Community Educator
(866) 404-5050
Brian’s primary focus is to inform and educate potential clients about the

Mick McCormick
Chief Technology Officer
(866) 404-5050
Mick’s focus every day is to ensure that our company and our

Vicki Kirby
Director of Communication
(866) 404-5050
Vicki is the “quarterback” of the Roberts Wealth All-Star Team, “intercepting” all

Sharon Strickland
Director of First Impressions
(866) 404-5050
Sharon is the Director of First Impressions and loves baking her famous

Brooke Robson
Director of First Impressions
(866) 404-5050
Brooke loves meeting new people and learning something from each encounter. She

Lisa Young
Director of First Impressions
(866) 404-5050
Lisa is the Director of First Impressions in Katy, Texas. She is

Lorie Wilson
Director of First Impressions
(866) 404-5050
Lorie is the Director of First Impressions in our Sugar Land, TX.


Patty Tasliman
Office Assistant
(866) 404-5050
Patty graduated from the University of Houston’s Bauer College of Business School

Rebecca Collins
Social Media Strategist
(866) 404-5050
Rebecca has lived on the Gulf Coast for the last decade after living
