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,

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

Armir provides value to our clients by reviewing portfolios and allocations to ensure

Dave draws on over 25 years’ experience in the financial planning field

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

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

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

Tamara Reverol is our Director of Processing. Tamara’s main objective is to provide

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

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

Wendell is responsible for providing support to each individual prospect and client

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

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.

Robyn is the Director of First Impressions in our Woodlands, TX office.

COMING SOON

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

Steven is our Life Insurance Specialist that researches and designs our client’s

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