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.
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.
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.
Director of Financial Planning | Wealth Advisor
Director of Client Services
Director of Client Advocacy
Client Service Specialist
Client Service Specialist
Financial Planning Intern