Summer Roberts

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.


Colleen Duncan

Director of Client Relations

Colleen’s main objective is ensuring all clients receive consistent, personal and exceptional attention. Her more than 25 years

of experience as an executive assistant comes through in her dedication to people, attention to deadlines and commitment to meeting expectations.

Originally from the Chicagoland area, Colleen has lived in Germany, California, Georgia, Virginia, Michigan and Texas. She and her husband, Patrick, have three amazing children and seven perfect grandchildren. She is an active member of the Houston Livestock Show and Rodeo as well as in her church and community. In her leisure, she enjoys spending time with family.