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Meet the Roberts Wealth Team
Liza Espíritu | Client Service Specialist
Morgan Champagne | Client Service Specialist
Elizabeth Atmadja | Client Service Specialist
Christine Hartono | Client Advocate
Patty Tasliman | Client Communications Assistant
Rob Barends |
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.