Summer Roberts Hager

CEO

A native of Biloxi, MS, Summer relocated to Dallas to attend Southern Methodist University where she graduated with a bachelor’s degree. Her professional experiences then ranged from an internship with a former White House Director of Public Relations to Marketing Coordinator and as a Legal Recruiter in New Orleans. Her drive and ambition proved successful in this role, achieving a promotion as the youngest Sales Manager in the company. This also afforded her the opportunity to move back to her beloved Texas. Summer never envisioned herself working in the family business. While enjoying her own successful career, she found herself at one of Roberts Wealth informational workshops, which proved to be life changing. She was inspired and motivated by her family’s passion to help others work toward their financial goals. Summer then dedicated herself to providing the same success that Roberts Wealth clients have enjoyed over the last two decades in the Houston area. Her experience has helped many retirees and pre-retirees as they pursue their retirement goals.

Some of Summer’s favorite Houston activities include boating, antiquing and interior design. She also enjoys spending time outdoors with her shelties, Lola and Jagger. Part of what drew Summer to Houston was the diverse options to be part of the community.

Summer & her family reside in the Clear Lake area and have two beautiful children, Noah and London.


Paul E. Roberts Jr.

FOUNDER & CHIEF INVESTMENT OFFICER

Paul E. Roberts Jr is the founding member of Roberts Wealth Management. He serves his clients by helping protect 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 adviser 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 47 years, JoLynn, recently moved to the Houston area after being lifetime residents of Biloxi, MS. They enjoy spending time with their three children: April, Paul and Summer and their five grandchildren: Jordan, Joplyn, Julia, Noah and most recently, London.


JoLynn Roberts

OFFICE MANAGER

Jolynn Roberts, is our office administrator 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 mother of three, April, Paul and Summer. A loving wife of Paul Jr. and a grandmother of five beautiful grandchildren; Jordan, Joplyn, Julia, Noah and London. 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 info@robertswealthtexas.com or call us at 281.549.6515 today!


Andrea Kelley

MARKETING DIRECTOR

Andrea Kelley serves as our Marketing Director at Roberts Wealth Management. In this role, she is responsible for leading the organization’s brand and marketing strategies, along with all correspondence for our events. Andrea is a graduate of the University of Houston with a Bachelor Degree in Marketing and Digital Media Design. She came to us after developing her own brand and image, not only in the marketing world but the artistic world as well, looking for a career that would capitalize on her creativity and unique set of skills.

Andrea serves as an artist and photographer when she is not organizing our retirement workshops and growing our image at Roberts Wealth. She was raised in Mont Belvieu, TX and currently lives in the Bayview area near the water with her fiancé and two dogs (aka: her children). When they’re not at home catching sunrises with their cameras, you can find them at their lake property on Toledo Bend hiking, fishing, or kayaking.


Kim Long

CLIENT CONCIERGE

Kim Long serves as our Client Concierge at Roberts Wealth Management. She is responsible for streamlining the new account process from start to finish for our clients as well as assisting our clients with any service requests. She comes to us with several years of experience as well as a high standard of customer service. Kim has used her excellent administrative and communication skills in a variety of settings and organizations before transitioning into wealth management.

Kim’s passion lies in building strong relationships with clients, listening to their individual needs and concerns, and gaining their trust to ensure they are receiving the absolute highest standards in client services.

Kim and her husband live in the Clear Lake area, although both are originally from Wichita, Kansas. When not at the office Kim can be found on the trails or the pavement as an avid runner, or relaxing by reading a good book at home, although she never misses a chance to go to the beach!


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