Our Team

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The Roberts Wealth Management team

The people behind
your next chapter.

Your plans are personal. Get to know the advisors, specialists, and support professionals who make up Roberts Wealth Management.

Roberts Wealth ManagementPersonal guidance. A shared commitment.
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51 team members

01 / Leadership

A shared vision. Personal commitment.

Meet the people leading Roberts Wealth Management.

Paul Roberts III

President / Chief Executive Officer

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Paul Roberts III is an Advisor / President of Roberts Wealth Management of Mississippi, LLC. As an Investment Adviser Representative, he holds a fiduciary responsibility to each client. Clients have the ease of knowing their financial planning and advice are given with their best interest in mind. After becoming a client, Paul will be your coach, mentor, and advisor in all aspects of your financial life. He utilizes his knowledge and experience in the financial industry to implement individualized planning for each client. Paul’s passion and skillset allows for confident planning for a lifetime.

While not in the office, Paul enjoys navigating the waters while fishing and spending time on his boat with family.

Derek Inkol

Chief Operating Officer

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Derek is the Chief Operating Officer at Roberts Wealth, where he brings over 20 years of experience as President of two companies in the financial industry. In his role, Derek provides guidance and coaching to the All-Star Team, ensuring that each client receives first-class service and a 5-star experience.

Derek’s background includes a Bachelor’s degree from the Walter Cronkite School of Communication at Arizona State University. He also played basketball at the University of Southern Mississippi before beginning his career in finance.

Originally from the Mississippi Gulf Coast, Derek enjoys spending his free time with his family, exercising, traveling, and attending sporting events. With his extensive experience and dedication to his clients, Derek is a valuable asset to the team at Roberts Wealth.

Don Picolo

Chief Financial Officer

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Don came to Roberts Wealth with 20 years of financial industry experience and brings his own insights on how our company can help our clients. He works hard each day to provide the company with sound direction on how to maximize efficiencies and workflow.

Don was born in New Orleans. He has been a MS Gulf Coast Resident since 1972 and graduated from the University of Southern Mississippi where he studied Computer Science.

In his spare time Don enjoys golfing, fishing, and learning about new things. His children are now graduates, but he and his wife of 30 years, try to plan and spend time with them as much as possible.

Julia Roberts

Chief Marketing Officer

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Julia is responsible for leading our marketing department. She oversees the planning, development and execution of Roberts Wealth’s marketing initiatives as well as guides our Client Liaison’s internal processes.

Julia has been a part of the family business for years as she attended Mississippi State University. She graduated from MSU in 2020 with a Bachelor of Business Administration with a Minor in Marketing.

In her spare time, she enjoys learning new things by watching documentaries, reading books, traveling for new experiences and spending invaluable time with her friends and family.

Liza Espiritu

Chief Compliance Officer

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Liza graduated from the University of Houston – Clear Lake with a degree in Finance. She has been part of the Roberts Wealth Team since 2019 but has been in the Finance industry for over 10 years. At Roberts Wealth Management, Liza’s goal is to ensure the Texas offices run smoothly, aid in Compliance matters, and help with planning events.

In her free time, Liza likes to spend time with her family, play volleyball and try out new restaurants!

Mick McCormick

Chief Analytics Officer

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Mick’s focus every day is to ensure that our company and our clients have the safest, most efficient, and user-friendly experience than any other financial firm in the U.S.

Mick has been a resident of the Gulf Coast for 30 years. He attended MGCCC after graduating from Harrison Central High School and then went on to attend USM. In his free time, Mick loves to take his dog on new adventures, watch basketball, build computers, and play golf or tennis.

Christopher Stephenson

Chief Technology Manager

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As Chief Technology Officer at RWM All Stars, Chris Stephenson ensures seamless technological support for clients, prospects, and the All Star team. His mission is to integrate cutting-edge financial technology, optimizing the client experience and enhancing every step of their holistic financial journey.

A proud military child, Chris moved frequently before settling in Gulfport. He graduated from Harrison Central High and Mississippi Gulf Coast Community College before serving in the U.S. Air Force as a Geospatial Intelligence Analyst. During his military career, he earned a B.S. in Geography from the University of Nebraska and a B.S. in Geographic Information Science from Arizona State University. Currently, he is pursuing his M.S. in Geographic Information Science at the University of West Florida.

Chris is happily married to his high school sweetheart, Hannah, and together they’ve raised two incredible children. Outside of work, he stays active as a Brazilian Jiu-Jitsu practitioner (Checkmat Blue Belt), a dedicated head coach for his son’s select soccer team, a lifelong student, and an avid gamer.

Grant Inkol

Director of Operations

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As Director of Operations for Roberts Wealth Management, Grant ensures each office operates at peak performance, delivering the first-class experience clients expect. He works closely with leadership and staff to maintain operational excellence, streamline processes, and uphold the firm’s high standards of service.

A native of the Mississippi Gulf Coast, Grant has been part of Roberts Wealth Management for more than seven years. His deep knowledge of the firm’s operations and culture allows him to anticipate needs, solve challenges, and support both clients and colleagues with professionalism and care.

Grant enjoys boating, fishing, and hunting, embracing the coastal lifestyle that inspires his values and work ethic.

02 / Advisors & specialists

Guidance starts with a relationship.

Get to know our advisors, financial representatives, and Medicare specialist.

Carter Lewis

Senior Fiduciary Advisor

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Carter provides ongoing client reviews and case designs for retirement. Carter prides himself with due diligence and with the perspective needed to help our clients make smart decisions and free them from “money worries” so they can turn their attention to the things they truly enjoy doing.

Carter focuses on helping clients with Pension Plans such as PERS, FERS, TSP, Ingalls, Chevron, ETC. Carter’s experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.

Carter obtained his Bachelor of Business Administration from Northwood University, Midland, Michigan.

Carter and his wife, Nicole, have two sons and two daughters. The children keep the family extremely busy with lots of activities. Carter enjoys spending time with his family and making great memories.

Brennan Kim

Fiduciary Financial Advisor

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Brennan is one of our team’s All-Star Advisors. Born and raised on the Gulf Coast, Brennan started his career in the insurance industry at the early age of 20, helping provide businesses from AL to LA and throughout all of MS with unique health insurance plans tailored specifically for their workforce. Brennan has been working with the Roberts Wealth family since 2020 helping to provide solutions for all of our client’s insurance needs, and now does full comprehensive financial planning along with our incredible team of advisors.

Brennan enjoys staying active and traveling with his wife and growing family.

He enjoys meeting genuine people and appreciates having productive conversations. Every day he strives to learn something new and always keeps an open mind.

Jessica Zhaoxia Lin

Fiduciary Financial Advisor

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Jessica is dedicated to helping clients plan and prepare for a secure retirement. Jessica understands the unique financial challenges facing Asian communities in the United States.

To help clients achieve their financial goals, Jessica provides personalized financial planning services, including investment management, retirement planning, estate planning and risk management. Jessica creates customized strategies to help clients build a strong financial foundation for a comfortable retirement using the latest tools and resources. Jessica is committed to providing exceptional client service and ensuring that clients are well-informed every step of the way.

In her free time, Jessica enjoys playing sports. Tennis and skiing are her favorites.

Armir Zeneli

Fiduciary Financial Advisor

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With years of experience working with some of the largest financial firms in the industry, Armir utilizes multiple skill sets to tailor planning and advice specifically to each client, making sure you never feel like you’re just another number on a spreadsheet!

Armir prides himself in staying up to date on current geopolitical & economic shifts to understand the impact it will have on our clients and their planning. He takes an analytical and strategic approach with each client. Caring enough to know what matters most, while monitoring major life changing events to update your plan accordingly and make sure you stay on track to achieve your goals!

Armir believes that everyone has the ability to retire right. But only the people that have a real written plan and actively seek knowledge and advice will be successful in the long run! I hope to see you in one of our beautiful offices soon to really experience the difference!

Michael Thompson

Fiduciary Financial Advisor

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Michael goal is to provide simplified solutions to complex financial questions and the needs of our clients. He strives to make sure clients reduce fees, are tax efficient, and minimize their risk by applying a disciplined holistic wealth management experience for every client.

He holds a master’s degree from the University of Denver and has over 15 years of financial services experience. Michael provides expertise for clients with pension plans, IRA, ROTH IRA, 401K, 403B, 457, SEP, ESOP, TSP, brokerage, etc.

When he is not helping clients, Michael enjoys spending time with his family, working out, self-improvement, and taking care of the family dog Fuji.

Thomas Moore III

Fiduciary Financial Advisor

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Thomas is our Tax Specialist who provides our clients with cutting edge strategies for long term savings on taxation, while also serving as a Fiduciary Financial Advisor for Roberts Wealth. It’s easy to say that not many people get excited about taxes, but Thomas prides himself on being a “full-blooded tax nerd”. He is a graduate of Mississippi State university with a degree in accounting. As well as receiving his masters in both international Taxation, and business administration from Louisiana State University. Thomas has previous experience as a corporate accountant, as well as financial planning before joining the RWM team.

In his free time Thomas enjoys hunting, lifting weights, and volunteering with his church. He loves meeting new people and that while he loves the numbers of accounting, building new relationships is his true passion.

Mike Markiewicz

Fiduciary Financial Advisor

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Mike has been helping clients get to and through retirement for over 10 years. He has attained the Investment Advisor Representative designation as well as maintained insurance licenses for numerous states across the country. What he loves most about working with retirees is getting them to a point of comfort and excitement as they look forward to the golden years of retirement.

Mike is an Indiana native and a big family man. He and his wife (highschool sweetheart!) have two beautiful little girls and loves to travel with them. On the weekends he enjoys hiking and staying active.

Alan Bradley

Fiduciary Financial Advisor, CFP

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Alan’s approach to wealth management is comprehensive and begins with building a strong understanding of our clients – their families, financial situations, and priorities. Alan takes pride in leveraging his skills and knowledge to enhance the strength and stability of each client’s wealth.

He believes in collaborative strategy development, working alongside our clients to create tailored plans for investments, retirement, and wealth transfer. His goal is to alleviate financial concerns, enabling our clients to focus on what truly brings them joy. Alan has dedicated his career of nearly 20 years to advising clients on their financial challenges and achieving their financial goals.

Alan holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planners Board of Standards, Inc. Alan earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Strayer University. Alan and his wife, Tiffany, reside in Spanish Fort. Outside of work, Alan enjoys spending time with family, traveling, visiting the beach, and cooking barbecue.

Victor Morales

Fiduciary Financial Advisor

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Victor Morales is a Fiduciary Financial Advisor at Roberts Wealth Management, where he is committed to helping families create strategic financial solutions that support long-term success. He holds a bachelor’s degree in accounting and finance and began his career as a Financial Representative at Northwestern Mutual. Driven by a passion for service and trust-based relationships, Victor joined Roberts Wealth to expand his impact and deliver personalized guidance to individuals and families planning. Victor is married and a proud father of two boys, ages 3 and 11. Outside of the office, he enjoys spending quality time with his family and staying actively engaged in his community.

Daxton Fryer

Financial Representative | Life & Health

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Daxton provides ongoing client review and case designs for retirement. Daxton started his career in the retirement industry in 2001. Daxton’s unique experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.

Daxton grew up on the Mississippi Gulf Coast. Daxton obtained his BSBA from The University of Southern Mississippi in Finance with an emphasis in Banking. Daxton Holds Life, Health and Annuity Licenses in MS, LA, FL and NY.

Daxton and his wife Ginger, have two daughters. Daxton enjoys spending time with his family traveling, boating, camping, Jeeping the Coast, Cruising the Coast and making great memories.

Dixon Peek

Financial Advisor

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Dixon holds a Bachelor’s degree in Finance from the University of South Alabama and a Master’s degree in Finance from Florida State University. He began his career at Roberts Wealth Management as an intern, where he quickly developed a strong passion for helping individuals achieve financial success tailored to their unique goals. His academic background, paired with hands-on experience, allows him to guide clients through personalized strategies in wealth building, retirement planning, and financial independence. Dixon takes pride in staying informed on global economic trends and market developments, and conversing with peers about findings. Outside of the office, he enjoys spending time outdoors—whether it’s fishing, hunting, or traveling—and is an avid sports fan who enjoys following both domestic and international events.

Frederick Wegner

Medicare

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In 1996, I graduated Summa Cum Laude from William Carey University with a Bachelor of Science degree in history and education.  I began a teaching and coaching career at Pass Christian Middle School in 1996.  For the past 24 years, I have taught and coached at Stone High School.  In 2002, I received my M.Ed. in secondary education from William Carey University.  In 2004, I earned my National Board Certification in secondary social studies.  That same year, I was named Teacher of the Year at SHS and in 2013 named Teacher of the Year for the school district.  In 2002, I was named a Top 100 Teacher in the nation by Teen Ink Magazine.  I am a 5 time STAR teacher.  In 2019 my tennis team won the 5A State Tennis Championship.  I have served on numerous committees on the state level for both academics and athletics.  I am retired from public education and I am now full time helping people make the best choices for their Medicare needs.

Jordan Thomas

Fiduciary Financial Advisor

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Jordan is happily married to his wife Madison and has an amazing one year old son named Graham. Jordan graduated from the University of Southern Mississippi in 2018 with a Bachelors of Hospitality Management. In his free time, Jordan enjoys spending time with his family, restoring cars and motorcycles, and golfing!

03 / Client services & operations

People who make the details matter.

Meet the team supporting your experience, from your first conversation to ongoing service.

Tamara Reverol

New Business Director

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Tamara Reverol is our New Business. Tamara’s main objective is to provide a smooth and seamless transition for all incoming clients. Her follow through and attention to detail in the application process ensures that the process runs smoothly. She tracks the application process from start to finish and communicates with clients to keep them updated.

Tamara moved to the coast three years ago, originally from Wisconsin, and currently lives in Ocean Springs with her son. Tamara enjoys crafting, relaxing and spending time with her son.

Angie Boudreaux

Application Specialist

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Angie Boudreaux is our Application Specialist. Angie’s main objective is to provide a smooth and seamless transition for all incoming clients. Her follow through and attention to detail in the application process ensures that the process runs smoothly. She tracks the application process from start to finish and communicates with clients to keep them updated.

Before joining the Roberts Wealth team, Angie worked in retail banking for 14 years. Her and her husband, Billy, moved to Gulfport in 2020 from Cut Off, LA. They currently have 3 fur babies: Charley, Emmy, and Finley. Some of Angie’s favorite things to do are making jewelry, having dinner with friends out by the water, and taking a yearly vacation with her husband for their anniversary!

Jenny Shaver

Client Services Specialist

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Jenny is a Client Services Specialist. Her responsibilities include prepping and scheduling appointments for new annuity policies, following up with annuity companies on all withdrawals and discrepancies, and providing status updates on weekly pending business. She communicates with clients throughout the process of new business helping clients feel comfortable and ensuring client satisfaction.

Jenny moved to the coast in 2003 from the Midwest. She currently lives in Biloxi with two of her four children. Jenny enjoys watching her daughter play sports and her son play in the band, spending time with her two grandchildren, and traveling when possible.

Ashton Hutchens

Client Services Specialist

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Ashton is responsible for communicating with clients to schedule their annual review. Her strength is the relationships she creates and impressions she leaves on people.

Ashton is a lifelong native of Ocean Springs but now lives in Vancleave with her husband and their daughter. She has 16 years of banking experience before joining the Roberts Wealth Family. In her free time, she enjoys spending time with family and friends.

Elizabeth Atmadja

Client Services Specialist

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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.

Brent Thompson

Client Liaison

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Brent’s acts as an intermediary between the company and the client to meet the client’s need for information, support, and assistance.

Brent graduated in 1992 from Gulfport High School and has lived on Gulfport, MS most of his life. He likes spending time & playing with his dog, Waylon, and playing video games. A fun fact about Brent is that he was born on the 4th of July.

Julian Sansom

Client Liaison

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Julian Sansom is the Client Liaison for the Mobile, AL office. There, he establishes and cultivates the relationship between individual prospects, clients, and the company. In this role, he acts as an intermediary between the company and the client to meet the client’s need for information, support, and assistance. Julian joined the team in February 2023. He attended Mississippi State University where he graduated in 2009 with a Bachelor of Business Administration degree in Banking and Finance and again in 2011 with a Master of Public Policy and Administration with a Concentration on Public Finance.

When he’s not working, Julian enjoys spending time with his daughter, Kennedy, and playing the organ and keyboard for his church, Morning Star Baptist Church, in Gulfport, MS.

Sophia Luquetta

Client Liaison

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Sophia Luquetta is the Client Liaison in our Houston offices, where she thrives in building strong relationships, ensuring clear communication, and providing support to meet client needs with care and efficiency. She was born and raised in Houston and is proud of her Colombian and Panamanian heritage. She earned her Bachelor’s degree in Business Administration in Marketing from the University of Houston – Downtown.

Outside of work, she enjoys singing, working out, spending time with family, and engaging in Bible study-activities that keep her grounded, joyful, and continuously growing in both faith and personal development.

Jasmine Pope

Client Services

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Jasmine Pope is a Client Services Specialist in the Biloxi, MS office, where she focuses on preparing policy deliveries, coordinating client appointments, and ensuring each meeting runs smoothly. With six years of banking experience and a strong background in customer service, Jasmine is known for her attention to detail, reliability, and dedication to supporting both clients and advisors. She holds a Bachelor of Science in Business Administration with a certificate in Business Management from the University of Southern Mississippi.Outside the office, Jasmine enjoys spending time on the boat with her family and making memories on the water.

Beatrice Yasin

Client Services

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As a Client Service, Beatrice is responsible for preparing for annual review with clients, ensuring clients are well informed and fully supported in managing their finances through the use of innovative technology. Born and raised in Indonesia, Beatrice holds a Bachelor’s in Marketing from the University of Melbourne, Australia, and a Master’s in International Hospitality from the University of Brighton, UK. Prior to Roberts Wealth Management, Beatrice has more than 10 years of experience working with leading financial institutions in the Asia-Pacific region, including Commonwealth Bank of Australia (CBA), Australia-New Zealand Bank (ANZ), and Development Bank of Singapore (DBS). Beatrice brings expertise in retail banking, wealth management, product development, and client services. She holds the Certified Financial Planner (CFP) certification, accredited by Financial Planning Standard Board – Indonesia, which sparks her passion for guiding others in achieving holistic financial well-being and lead to more joyful life. Moved to California, United States in 2022 to start a new life with her husband, Kenneth. Outside work, Beatrice enjoys practicing yoga, crafting, exploring local F&B, and walking outdoors.

Max St.Vrain

Client Liaison

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Max is a Client Liaison at Robert’s Wealth, where he serves as the first point of contact for new and prospective clients. A recent graduate of Ole Miss, Max joined the firm with a passion for helping individuals approaching retirement feel confident and prepared for their next chapter. His role is centered on making initial conversations welcoming, informative, and focused on each client’s unique goals. Max is dedicated to listening, answering questions, and connecting clients with the right advisor to help them take the next steps toward a secure financial future.

Valerie Navarro

Client Liaison

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As Client Liaison for the Texas offices, Valerie connects prospects with top-tier advisors and ensures every interaction begins with a warm welcome. With a background in sales and hospitality, she brings professionalism, energy, and a passion for making people feel at ease. A proud Houston native and devoted boy mom, Valerie enjoys traveling, spending time with friends and family, and being a friendly face wherever she goes.

Brian Carriere

Community Educator

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Brian’s primary focus is to inform and educate potential clients about the history of government spending, budget deficits, taxation, and more. With 20 years of experience in educating college students on the Mississippi Gulf Coast, Brian brings a passion and understanding to our team.

The son of Phil & Beth Carriere, and Rusty & Kitty Ramage, Brian is a native of Gulfport and graduated from Gulfport High in 1991. He holds graduate degrees in History from Delta State University and in Political Science from the University of Southern Mississippi. Brian currently serves on the board of Leadership Gulf Coast and is a graduate of the 2008 LGC class and of the Gulf Coast Business Council’s inaugural class of the Master’s Program in community leadership, also in 2008.

Brian resides in Gulfport with his wife, Meredith, and their three children. He spends most of his leisure time watching his kids play baseball and volleyball, while taking time to vacation with his family as they build lasting memories and strengthen their core values.

Vicki Kirby

Director of Accountability

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Vicki is the “quarterback” of the Roberts Wealth All-Star Team, “intercepting” all forms of communication between clients and the team, then “passing the ball” to one of her fellow teammates. She loves getting to know our clients and takes pride on her ability to build relationships.

Vicki has been married to her husband, Kevin, since January 1997. They have one son, four daughters, three granddaughters and two grandsons. In her free time, Vicki enjoys spending time with her family and traveling to Disney World or to the beach.

Sharon Strickland

Director of First Impressions

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Sharon is the Director of First Impressions and loves baking her famous cookies for our Biloxi, MS office. She values each person that she meets and loves to help anyone.

Sharon Strickland is a proud native of Gulfport, Mississippi. She has one daughter, Rebecca, and one grandson, Jude. In her spare time, she enjoys a hike through the woods or a walk on the beach. Family, whether it be Roberts Wealth or personal, is the most important and rewarding part of her life.

Brooke Robson

Director of First Impressions

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Brooke loves meeting new people and learning something from each encounter. She strives to make every interaction with our office effortless and memorable.

Brooke is from Starkville, Mississippi and is an avid bulldog fan. Brooke attended the University of Mobile where she earned a master’s degree in business administration. Her hobbies include any outdoor activity, traveling, boating, watching football and reading. When she is not at work, she and her husband Jay, attempt to manage their teenage son and yellow Labrador Retriever.

Lisa Young

Director of First Impressions

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Lisa is the Director of First Impressions in Katy, Texas. She is a native Texan and currently lives in Katy with her husband of 21 years and her 2 sons. She takes pride in providing exceptional customer service and loves getting to know every client that walks through the door.

The following quote by Maya Angelou inspires Lisa to make every client feel welcomed and appreciated. “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Lorie Wilson

Director of First Impressions

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Lorie is the Director of First Impressions in our Sugar Land, TX. office.

Lorie and her husband Mark have been married for 25 years and are originally from Denver, CO. Lorie is a Veteran of the United States Army, and her MOS was Personnel Management Resource Specialist. They have 3 children and 6 grandchildren. Lorie has never met a stranger and treats every person she meets like family.

In her spare time, Lorie enjoys baking, gardening, and diamond art.

Rhonda Benefield

Director of First Impressions

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Rhonda is one of our Director of First impressions in the Biloxi office. When asked about her position on the TEAM, Rhonda said, "It feels that I am an ambassador of kindness and happiness. I wanted a job where I could bring the love with baking and kindness, and here I am! Going above and beyond for our clients make my heart full."

Rhonda is originally a "Georgia Peach" and now resides locally on the Gulf Coast in Gulfport, MS.

Lorin Bryars

Director of First Impressions

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Lorin Bryars is a Client Specialist at Roberts Wealth Management, proudly serving clients from our Daphne office. A Daphne, Alabama native with over 10 years of experience in client service, Lorin has a natural gift for making clients feel welcome and supported from the very first conversation. She guides new clients through the onboarding process, keeps a close eye on money movement to ensure funds transfer quickly and accurately, and provides valuable assistance to our advisors—always with a friendly, reassuring touch. For Lorin, the most rewarding part of her role is helping clients feel confident and cared for as they take important steps toward their financial future. Outside the office, you’ll find Lorin soaking up life on the water and enjoying every moment with her four children, embracing the Gulf Coast lifestyle she’s always called home.

Sky Thompson

Director of First Impressions

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Sky Thompson is the Director of First Impressions at the Woodlands, TX office, where she brings warmth and professionalism to every client interaction. A Colorado native but a Texan at heart, Sky is dedicated to delivering exceptional customer service and creating a welcoming environment for everyone who walks through the door. With a heart for hospitality and a genuine care for others, she takes pride in making long-lasting, excellent first impressions. To her, this role is more than just a job—it’s an opportunity to spread love to those around her. A guiding verse in her life is Hebrews 13:1: “Keep on loving one another as brothers and sisters.” Outside of work, Sky enjoys spending quality time with her family and caring for her dog, Fuji.

Patty Tasliman

Office Assistant

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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.

In her free time, she enjoys outside work, she loves to swim and volunteer.

Rebecca Collins

Application Specialist

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Rebecca has lived on the Gulf Coast for the last decade after living overseas doing missions work. She graduated from the University of South Alabama with a Bachelors degree in Business Administration & International Business and runs the social media pages for Roberts Wealth. Her job is to use the social media to foster a relationship with the public, while creating awareness about our services. In her spare time, Rebecca likes to spend time with her family & volunteering at her local church.

Corey Hudson

Media Director

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Corey Hudson is the media videographer and editor at the Roberts Wealth Management Studio in sunny Biloxi, Mississippi. As Media Director, Corey crafts compelling RWM branded content that blends information with intrigue to inspire audiences far and wide. Before joining Roberts Wealth Management, Corey honed his skills for more than two decades at the local media outlet WLOX-TV, where his knack for storytelling developed. His passion for connecting with people led him to explore the art of crafting narratives that resonate deeply with viewers. Outside of work, Corey enjoys soaking in the vibrant coastal culture and Southern Hospitality. Whether he’s behind the camera or brainstorming in the studio, Corey’s commitment to excellence and creative spirit shine through in every project he undertakes with Roberts Wealth Management.

Krista Goodhart

Applications Specialist

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Krista is an Applications Specialist, dedicated to helping individuals effectively by using software applications to solve problems and improve efficiency.

Krista is a Gulf Coast native and lives in Gulfport, Mississippi, where she lives with her three children. Outside of work, she enjoys spending quality time with family and friends.

Meredith Carriere

Data Control

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Meredith is a native of Gulfport and holds a bachelor’s degree in English from The University of Southern Mississippi, and a master’s degree in English from Southern New Hampshire University. Prior to working at Roberts Wealth, she taught middle school English for several years. She resides in Gulfport with her husband, Brian, their three teenage children, and two dogs. Meredith enjoys spending time with her family, watching her sons play baseball, and true crime documentaries.

Val Sagindykov

Accounting Assistant

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Val is an Accountant Assistant at Roberts Wealth Management, where he specializes in financial reporting. With a strong background in accounting and auditing, Val is passionate about precision and detail-oriented work.

Outside of work, Val enjoys watching sports and finds fulfillment in continuously refining skills and quietly embracing new challenges, always seeking opportunities for growth and improvement.

What guides our conversations

Personal relationships.
Thoughtful guidance.

We start by listening.

Your priorities and questions shape the conversation. We take time to understand what matters to you.

We explain the details.

Clear conversations help you understand the choices ahead and ask the questions on your mind.

We work together.

Advisors, specialists, and client-service professionals each play a part in your RWM experience.

Let’s get acquainted

A personal plan starts
with a conversation.

Tell us what matters to you and connect with the RWM team.

Schedule a Consultation

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