Donnie Roberts, a CERTIFIED FINANCIAL PLANNER™ professional, oversees the planning, administration and investment of Woodway client accounts. Using his financial expertise, Donnie creates and implements customized programs for high net-worth individuals in areas such as executive compensation planning, family wealth transfers and retirement/cash flow planning.
Donnie has a Bachelor's of Business Administration in Economics from Sam Houston State University . He is an active member of the Houston Estate and Financial Forum and Financial Planning Association. Donnie is a past President and Chairman of the Financial Planning Association of Houston.