281-277-0645

For Advisors

Client Login

Make an Appointment ➜

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.

Contact Me ➜

April Roberts

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.

Contact Me ➜

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.

Contact Me ➜

Patrick Chevalier

Wealth Advisor

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.

Contact Me ➜

Antonio Castillo

Financial Planner

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.

Contact Me ➜

Liza Espiritu

Director of Client Services

Elizabeth Atmadja

Client Service Specialist

Jenny Thykattu

Director of First Impressions

Patty Tasliman

Office Assistant

Toya Martin

New Business Specialist

Make an Appointment

Let our team get to know you!

Book Here ➜

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.

Jenny Thykattu | Director of First Impressions

Jenny is the newest member of the Roberts Wealth Management Team and was born and raised in the suburbs of Chicago, IL. With over 14 years of experience, her background in client relations, customer care, and being a people person makes her role in the company very fitting as she enjoys interacting with clients and catering to the needs of potential clients. She is an animal lover and adores her 14 year old dog, Sammy. In her free time she enjoys food, travel, hiking as well as rescuing and fostering cats in Houston.

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.

Toya Martin | New Business Specialist

Toya is a Chicago native who has been in the financial services industry since 2015. She began her career as a New Business Representative at a Fortune 500 company. It was there that she grew very fond of the industry. Her eagerness for growth has led her to Texas, where she has found her home with the Roberts Wealth Management Family.  Toya’s favorite motto is "We are all clients and customers in our day-to-day lives” and that is the driving force behind assuring that she provides each client with top-tier service and assistance.  On off days, Toya likes to spend time adding to her extensive shoe collection and trying new restaurants with her daughter DaSani.

Income Planning

Estate Planning

Tax Planning

Medical Planning
Investment Planning
RWM Capital

Our Story

Meet the Team

Ask April Roberts

Blogs

Videos

Glossary

Forms

Quiz

Glossary