2750 Carpenter Road,
Meet Our Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Timothy Roberts & Associates, LLC is a full service financial management company that has been providing quality, personalized financial guidance to local individuals and businesses with experience that spans over 20 years. Our competences range from Basic Tax Preparation and Planning to more in-depth services such as Accounting, Financial Planning*, Wealth & Investment Management*, and Business Consulting. We are a team of professionals that are experienced in our specific disciplines, who work in collaboration to coordinate superior outcomes for our clients. We're here to help you strategically pursue the achievement of your goals and dreams.
Timothy Roberts & Associates, LLC is one of the leading firms in and throughout the area. By combining our knowledge, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned professionals, and work ethic is the reason our client base returns year after year.
Education: Master of Science in Accounting (MSA), MBA in Finance. Chartered Wealth Manager (CWM), GAFM Global Academy of Finance & Management ® -ISO 29990 Certified International Board of Standards. Licenses: Series 7 General Securities
Accountant, Tax Advisor
Education: Master of Science in Accounting Delphine Brezee serves as an Accountant and Tax Advisor at Timothy Roberts & Associates and she embodies our company values of integrity, trust and assurance. She is thorough and dependable...
Executive Assistant, Director of Operations
Brenda Evans currently serves as the Executive Assistant to the President/CEO and the Director of Operations for Timothy Roberts & Associates. She is an administrative professional with over 20 years of experience serving business and...
Client Service Manager
*Registered Representatives of Cetera Financial Specialists LLC, member FINRA/SIPC