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    Meet the Roberts Family

    Paul E. Roberts, Jr. | Founder,
    Chief Investment Officer

    Paul E. RobertsPaul 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 43 years, Jo Lynn, reside in Biloxi, Mississippi, and are lifetime residents of the Mississippi Gulf Coast, where they enjoy spending time with their three children, April, Paul and Summer, and their four grandchildren, Jordan, Joplyn, Julia and Noah.

    April R. Roberts, J.D. | Owner, CEO,
    Chief Retirement Income Planner

    April RobertsApril 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.

    Summer A. Roberts

    Summer RobertsA native of Biloxi, Mississippi, Summer relocated to Dallas to attend Southern Methodist University where she graduated with a bachelor's degree. Summer never envisioned herself working in the family business. While enjoying her own successful career, she found herself at one of Roberts Wealth informational seminars, which proved to be life changing. She was inspired and motivated by her family's passion to help others secure their financial futures. Summer then dedicated herself to providing the same successes that Roberts Wealth clients have enjoyed over the last two decades to the Houston area. Her experience has helped many retirees and pre-retirees as they pursue their retirement goals.

    Summer enjoys spending time outdoors with her shelties, Lola and Jagger. She currently serves as a member of the Houston Livestock and Rodeo Show and volunteers with the Clear Lake and League City Chambers of Commerce and Texas Children’s Charity. She is a member of the Young Texas Professionals, Texas Women Young Professionals and the National Association of Professional Women and will soon be a member of WBEA and Houston Women's Chamber of Commerce.

    Contact Summer directly through her website at RobertsWealthTexas.com

    Paul E. Roberts, III

    Paul E. Roberts IIIPaul Roberts, Ill was born and raised in Biloxi, Mississippi, and is the proud husband of his beautiful wife, Heisi, and proud father of his three children, Jordan, Joplyn and Julia. Paul earned a Bachelor of Science from the University of South Alabama. After this accomplishment, he joined his father in the family business. He has helped many clients to develop retirement strategies.

    Paul is highly motivated to give back to his community along the Gulf Coast of Mississippi. He participates and hosts numerous charitable events throughout the year supporting veterans, elderly and children in need. In his spare time, he enjoys spending time with his family while boating, fishing and, in general, being together in the sun and water.

    Paul passionately enjoys informing his clients on the world of finance. He provides a professional atmosphere, yet still a vibrant and friendly office. He believes everyone should have someone with honesty, integrity, education and commitment helping to build a strong and stable financial portfolio. Paul's ultimate goal is to continue helping inform his clients in the Gulf Coast area and guiding them as they pursue their ultimate long-term financial objectives during their relaxing retirement years.

    JoLynn Roberts

    JoLynn RobertsJoLynn 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.

    JoLynn is a loving wife to Paul Jr., is mother of three, April, Paul and Summer; and is grandmother of four beautiful grandchildren, Jordan, Joplyn, Julia and Noah.

    In her spare time, JoLynn enjoys spending time with her family and spoiling her grandchildren.

    Heisi Roberts

    Heisi RobertsHeisi Roberts lived in South Brazil for most of her life before moving to the United States in 2013. While in Brazil, she obtained a financial management degree from a local university. She plans on starting her second degree in business from the University of Southern Mississippi Gulf Coast campus in January of 2016.

    Paul and Heisi Roberts have been happily married since December of 2013 and live in Biloxi, Mississippi.

    Her first-class experience and knowledge of coordinating creates a welcoming client experience at all of the RWM events throughout the year whether in the office or at a special event. Heisi enjoys being part of the client experience, and looks forward to the continuing growth and success of Roberts Wealth Management.

    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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