Our Team

Money Doesn’t Come Without Guidence ...

Home > Our Team

Our Primary Purpose

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.

case2

OUR ADVISORY TEAM

3cc4d7da 3987 4bd9 9f0f 76f947c34131

Robert T. Ventour MBA, MSA, CWM – CEO (Wealth Manager)

CEOWealthManager

1151c90d bb00 4b1b a7a3 a2b05670a870

Delphine Brezee, MSA

Accountant

608f7f57 54ea 45c7 8e53 b834c512db04

Brenda Evans, BA

Designation

Our business is built on a foundation of thoughtful client relationships.

SET AN APPOINTMENT

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Business Continuity | Important Disclosures