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 in the financial field, Paul has committed himself and Roberts Wealth to provide the very best care and planning to his clients. “The client comes first” has been the core principle of Paul’s work since the founding of Roberts Wealth in Biloxi, Mississippi 20 years ago. Since then, Paul has been an adopter of new ideas and investment techniques that have helped bolster his clients. With a truly impressive knowledge of the financial world, Paul continues to work alongside April in bringing the very best to the people of Houston, and to the clients. When he’s not in the office, Paul enjoys spending time with his wife of 52 years, Jolynn, as well as outings with their three children, six grandchildren, and one great-granddaughter.
CEO | Wealth Advisor
After attending Law School and working in the legal field for 5 years, April joined her father Paul’s business in 2008. April has spent over a decade working tirelessly for her clients and becoming a champion not only of a new standard in financial planning but of her beloved Texas as well. A hard- working, fearless leader, April and her team believe in a relational approach, that puts the goals and desires of the client above all else. April’s love of art and culture deeply influences her work which encourages others to find the beauty in all of life’s little moments. If you’re looking for a wealth manager who works doggedly to help and inspire her clients, then you’re looking for April 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.
During his early years, Patrick developed a passion to serve others as well as building relationships. This passion paired with his ability in finance & investments is Patrick’s intrinsic motivation to help his clients reach their financial goals. Standing firm on ethics, duty of care, and client’s best interest, he looks forward to continuing to build relationships with his clients and team by sharing his ability, guidance, and leadership. Most importantly, helping clients feel secure in meeting their current and future financial aims.
Antonio was born and raised in Spain. His passion for financial planning began when he was looking for his own advisor to help with his personal financial objectives and couldn’t find it. He attended the University of Barcelona and obtained his degree in Economics and Business Ad- ministration. He was working in a multinational company in Spain when he was transferred to Houston in 2004. He passed the CFP exam in 2020, he is a Registered Investment Advisor Representative, and obtained his Health and Insurance license in 2022. He is married to Yvonne, a flight attendant, and a stock market aficionado. They both love to travel overseas.
Director of Client Services
Client Service Specialist
Director of First Impressions
New Business Specialist