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Meet our All-Stars

A plan shouldn’t be made by just one person. So we have a team.

When it comes down to it, you could find financial services anywhere. It’s the team of people and the plan they offer that creates something outstanding. At Roberts Wealth, we have assembled an exceptional team of people from different disciplines, all aimed at the same goal – giving you the most expertise and the greatest care for all your life’s plans. We’re here for you so you can be there for what matters most.

Paul E. Roberts

Founder | Wealth Advisor

With over 40 years of experience, knowledge, and dedication in the financial field, Paul Roberts has committed himself and Roberts Wealth to provide the best care and planning to his clients. Believing that the client comes first has been the core principle of Paul’s work since the founding of Roberts Wealth in Biloxi, Mississippi, almost 20 years ago. Since then, Paul has been an early adopter of new ideas and investment techniques that have helped bolster his clients to seek wealth management services or estate planning or retirement council. With a truly impressive knowledge of the financial world, and a clear goal of elevating his clients to a place of well-planned security, Paul continues to work alongside April in bringing the very best to the people of Houston, and to the clients at Roberts Wealth Management. When he’s not in the office, Paul enjoys spending time with his wife of 50 years, JoLynn, as well as outings with their three children and six grandchildren.

April Roberts

CEO | Wealth Advisor

A fiery visionary and fierce leader, April has built her reputation since 2008 by caring for her clients and providing exceptional insight into their financial futures. Constantly innovating, April continues to find ways to help businesses, families, and individuals get the most from life.

JoLynn Roberts

Director of Operations

Since 1978, JoLynn Roberts has worked tirelessly alongside her husband, Paul Roberts, in helping to advance the idea of putting the client first. Starting with the CPA firm that Paul founded in 1978, and then through her time at Roberts Wealth, JoLynn has used her background in business administration to help be the bridge between clients and advisors, making sure that they both receive the best care, and all the tools they need to be successful. In her spare time, JoLynn enjoys spending time with her family and, of course, spoiling her grandchildren.

Liza Espiritu

Director of Client Services

Elizabeth Atmadja

Client Service Specialist

Patty Tasliman

Office Assistant

Patrick Chevalier

Wealth Advisor

Antonio Castillo

Financial Planner

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Liza Espirtu | Director of Client Services

From the age of 18, Liza has been deeply embedded in the financial world. Her mother worked as a financial advisor and recruited young Liza to help with clerical and creative work for her small firm. In helping her mother, Liza grew a love for the Financial Services industry, especially the feeling of granting security and financial freedom to families. Now, through her work at Roberts, Liza gets to continue on the tradition of giving peace of mind to clients and helping to answer questions or inquiries they might have. Liza takes pride in her work because she takes pride in her clients.

Elizabeth Atmadja | Client Service Specialist

Born in Indonesia, Elizabeth began her professional career as a financial auditor for one of the largest accounting firms in Indonesia. Soon after, she transitioned to working as a compliance officer, eventually helping to established and execute the firm’s procedures. In 2007, Elizabeth and her family immigrated to Canada, where she worked part-time while raising her family. Hoping to continue elevating possibilities for her family and herself, Elizabeth moved to Houston in 2012, where she found work with Roberts Wealth. Elizabeth believes deeply in family and treats her clients at Roberts Wealth as if they were just that. When not at work, you might find her baking, road-tripping, or working on a good jigsaw puzzle.

Patty Tasliman | Marketing Assistant

Patty graduated from the University of Houston’s Bauer College of Business School with a degree in Management & Leadership. She actively volunteers for The Houston Society for the Prevention of Cruelty to Animals (Houston SPCA). Her love of animals brought her to working in the pet industry for 23 years. With strengths in organizational skills, Patty had been a critical element in making sure the office runs well. She assists the marketing team with their projects and events, organizing files, and ordering supplies. Outside work, she loves to swim and volunteer.

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