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Meet the Roberts Family
Paul E. Roberts, Jr. | Founder,
Chief Investment Officer
Paul E. Roberts, Jr. is the founding member of Roberts Wealth Management, LLC. He serves his clients by protecting their assets and preserving their hard-earned lifetime savings.
Paul graduated with a B.S. in accounting from Mississippi State University in 1971. He then served his country well, attaining the rank of Captain in the Army Signal Corp. Once his tour was over, he became the managing partner of Roberts, Cooper and Rasor CPA firm. Armed with his 22 years of experience as a practicing CPA, Paul founded Roberts Wealth Management, a firm that specializes in estate preservation and retirement planning.
With over 40 years of experience, knowledge and loyalty in providing for his clients, Paul is an advisor who provides financial advice and complete financial planning. He utilizes fresh ideas in regard to estate planning and investment techniques in order to design and implement personalized plans that can reduce financial risk, lower taxes and avoid probate.
Paul and his wife of 50 years, Jo Lynn, moved to the Houston area after being lifetime residents of Biloxi, Mississippi. They enjoy spending time with their three children, April, Paul and Summer, and their six grandchildren, Jordan, Joplyn, Julia, Noah, London, and most recently, Grayson.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at retire@robertswealth.com or call us at 281-277-0645 today!
April R. Roberts, J.D. | Owner, CEO,
Chief Retirement Income Planner
April R. Roberts, J.D. is a member of Roberts Wealth Management, LLC. She left her practice of law to pursue her passion of helping others. Her passion found a home in the field of protecting and preserving her clients’ lifetime savings so that they could maintain their standard of living in retirement.
April went to Vanderbilt University in Nashville, Tennessee, where she graduated with a B.A. in communications in 1998. Immediately after graduating, April pursued her law degree at the University of Notre Dame. Upon graduation from Notre Dame, April practiced law in Atlanta for several years. She also spent two years in Milan, Italy, consulting Italian attorneys and other corporate executives on their English and writing skills.
After Hurricane Katrina, April returned home to Mississippi to help her family rebuild their homes and businesses. She then practiced law in New Orleans, Louisiana. Finding herself back home in Biloxi, April’s father convinced her to leave her legal practice and join his retirement preservation practice. April jumped in with both feet and has enjoyed the satisfaction of counseling her clients in maintaining their lifetime savings. She passed the Series 65 exam and is insurance licensed allowing her to offer investment and insurance advice to her valued clients. After working with her father for some time in Mississippi, April decided to open a Sugar Land, Texas, branch office where she carries on the family business.
JoLynn Roberts
JoLynn Roberts, is our office administrator here at Roberts Wealth Management. JoLynn has an educational background in business administration from attending the University of Southern Mississippi and Mississippi State University. JoLynn previously helped run her husband Paul’s CPA firm, starting in 1978. In addition, JoLynn has been a vital part of Roberts Wealth Management from the start.
In her spare time, JoLynn enjoys spending time with her family and spoiling her grandchildren.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at retire@robertswealth.com or call us at 281-277-0645 today!
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Who We Are / Our Focus
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
MEET APRIL & PAUL ROBERTS
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
WHAT WE DO
Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
UPCOMING EVENTS
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.