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    Home » Who We Are » Our Team

    Meet the Roberts Wealth Team

    Jo Lynn Roberts | Director of Operations


    Maya Mogyorodi | Client Financial Advisor

    Maya MogyorodiMaya Mogyorodi began her career at Roberts Wealth Management after graduating from University of Houston with a degree in biochemistry. She began as office assistant and assisted the team in various areas from marketing to welcoming clients as a receptionist. Her aptitude and enthusiasm for client services made for an easy transition when she was ready to move to the Client Services Team. She handles retirement planning and account services.

    When she isn’t at the office, Maya enjoys rock-climbing and playing with her pitbull, Rex. Originally from Hungary and having grown up in Houston, Maya loves the friendliness and fun of all that Texas has to offer!
     

    Leah Ferrill | Director of Client Communications

    Leah FerrillLeah M. Ferrill is the Director of Client Communications for Roberts Wealth Management, Sugar Land. She is responsible for organizing the firm’s seminars and social events as well as coordinating and maintaining client correspondence. Leah also facilitates the production of the company’s media and television appearances. She has an eye for detail and firmly believes that effective communication is key to an efficient company.

    Leah joined the Roberts Wealth Management team in the summer of 2016 after moving from New York City. She was born in Hattiesburg, MS and attended the University of Alabama where she pursued a Bachelor of Arts degree. Leah currently lives in downtown Houston where she indulges in the city’s cultural and artistic exhibitions.

    Danette Yarbrough | Client Service Specialist

    Leah Ferrill









    Colton Payne | Financial Planning Intern

    Leah Ferrill









    Kristi Hughes | Director of Digital Marketing


    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 roberts
    April RobertsWe help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
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    what we do
    houston wealth management Our financial strategies use insurance products, such as annuities, to help you meet financial goals.
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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC. AEWM and Roberts Wealth Management are not affiliated companies.

    Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of April Roberts or Roberts Wealth Management is stated or implied.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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