Mark Robare is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™ providing wealth management and retirement planning services to Houston-area clients since 1977. Mark meets regularly with individuals to review their overall asset management strategy in light of changes to current positions and performance, investment opportunities, tax law, cash flow projections, life circumstances and other varying factors.
Mark and his wife, Shirley, have lived in the Champions/Northwest Houston area for more than 35 years and have four children and five grandchildren. An active member of Champion Forest Baptist Church where he has taught Bible Study, Mark joins with other Robare & Jones Financial Advisors in many community efforts.
Jack has been a financial planner and wealth manager for over 25 years and is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™. Jack is the Managing Partner of Robare & Jones Wealth Management supporting financial advisors and service/operations teams to serve our valued clients. He meets regularly with clients to review their overall financial planning and asset management strategy and any changes to tax law, investment objectives or other factors that might affect their asset management strategy.
Jack serves as one of 12 members of the Advisory Council for Triad Advisors. The Advisory Council communicates with Triad management on behalf of the more than 670 independent financial advisors that are affiliated with Triad. This group advocates for policies and procedures that help financial advisors better serve their valued clients.
A graduate of Stephen F. Austin State University with a BBA in Accounting, Jack lives with wife, Tracy, and two teenage sons in the Spring/Northwest Houston area. He has previously served his local church on their budget and finance committee, been a Cub Scout den leader and coached his sons’ basketball and baseball teams. Jack joins Robare & Jones financial advisors in many community projects.
Stan joined our team after graduating from the University of Texas at Austin in the summer of 2009. He holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations. Stan is actively involved in portfolio analysis, investment strategy and risk management on behalf of our clients across a wide spectrum of public and private market opportunities. He manages our trading process as well as the software we utilize for our research and trade execution.
By regularly meeting with clients, Stan reviews their overall financial planning and asset management strategy and any changes to tax law, investment objectives, or other factors that might affect their overall financial plan.
Stan and his wife, Stephanie, reside in the Northwest Houston area with their 2 daughters. Aside from spending time with his family, Stan enjoys indoor rock climbing, tinkering with computers and exploring everything the great outdoors has to offer.
Valerie Roque joined Robare & Jones in June of 2017 after having graduated from Texas A&M with a bachelor’s degree in finance and a minor in financial planning. Valerie’s educational background and years of experience have provided her with a great base of knowledge to apply to serve our valued clients. She has licenses in FINRA Series 7 and 66 and her teammates appreciate her accountability and willingness to share her seasoned knowledge.
Valerie is actively involved in the decision-making process of how we invest capital on behalf of our clients across a wide spectrum of public and private market opportunities. She works with our advisors to serve our growing client base and is passionate about being able to help people understand their finances. She holds the CERTIFIED FINANCIAL PLANNER™ designation and works directly with our clients and our team of advisors in every aspect of the wealth management process.
She also holds her Certified Divorce Financial Analyst® Certification that enables her to analyze unique financial circumstances around divorce to help achieve more equitable settlements. Valerie enjoys providing a community and financial planning to help divorcees reimagine and pursue their future.
Additionally, she writes a monthly newsletter, The Piggy Bank, focused on financial planning topics to help young professionals navigate their finances. If you or someone you know is interested in receiving The Piggy Bank as a monthly newsletter, subscribe here.
When she’s not working, Valerie enjoys spending time with her family and friends in addition to volunteering in her local community.
Eddie Martinez joined Robare & Jones in May of 2020 as an Advisory Associate with previous experience in our industry. His experience includes working closely with Advisors and clients, supporting high-net-worth client meetings, developing financial plans, navigating complex corporate benefits, and utilizing tax planning strategies. Prior to his career in finance, Eddie was a Multimedia Producer who collaborated with marketing managers and engineers in the oil & gas industry.
Eddie is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7 and 66 licenses. As an alumnus of the C.T. Bauer College of Business at the University of Houston he earned a Bachelor’s degree in Finance with a Certificate in Personal Financial Planning. He was awarded several scholarships for high academic achievement, including the prestigious Deena Jo Heide-Diesslin Foundation Match Scholarship.
Eddie enjoys serving our growing client base and helps demystify their complex financial situations and presents clear and concise strategies. He works closely with our Advisors to deliver tax, charitable giving, estate and retirement planning solutions. He is actively involved in our Investment Policy Committee where we discuss the investment of capital on behalf of our clients. He also publishes The Tax Corner, a periodic email to CPA’s that covers specific tax planning topics from a financial planning perspective.
As a native Texan, Eddie and his family recently moved to the Bridgeland community in Cypress. He enjoys riding the bike trails, swimming, playing board games and traveling with his family.
Brendan Barry, joined Robare & Jones in August of 2020 as an Advisory Associate with previous experience in our industry. He has licenses in FINRA Series 7 and 66 and holds his Accredited Asset Management Specialist (AAMS) designation. His experience includes working closely with Advisors and clients, supporting client meetings, and developing financial plans.
Brendan is a Texas State University graduate and his educational background and experiences help our team serve our valued clients. Brendan works with our Advisors to serve our growing client base.
Brendan and his wife recently moved from Austin down to the Northwest Houston area. Brendan has been involved in his church and is looking forward to finding his new roots here in Houston. On the weekends he enjoys watching Notre Dame football, golf, water sports, and exercising indoors or outside.
Henry Kettler joined Robare & Jones in September of 2020 as an Advisory Associate/Operations Manager with previous experience in our industry. His experience includes working closely with Advisors and clients, supporting client meetings, and assisting in development of financial plans.
Henry is a Texas A&M University graduate with a Bachelor of Science in Agricultural Economics with a concentration in finance and real estate as well as a minor in Business and Financial Planning. While in school, he completed the courses that will enable him to further pursue the CFP® Designation. His educational background and experience will help our team serve our valued clients.
Henry is also an active member of his church and enjoys golfing, saltwater fishing and spending time with his friends and family.
Nola is a Registered Representative with over 13 years of financial services experience with a focus on life insurance and long-term care. With licenses in Life Insurance and Series 7 and Series 63 Securities, Nola assists Robare & Jones clients with new accounts, asset transfers, withdrawals and much more.
Nola is passionate about interacting with clients and assisting advisors. She enjoys being a part of a team whose primary goal is to work together to help their client’s achieve financial success and freedom.
Ann previously worked with Robare & Jones from 2006 to 2009 and later rejoined our team in 2013. Today, Ann assists with client services and is often the happy voice greeting our callers. She schedules periodic account reviews for our clients and helps to coordinate our many client and community events.
Ann genuinely enjoys working with and contributing to the efforts of our team as well as interacting with our loyal and appreciative clients. From scheduling client portfolio reviews to assisting with client correspondence, Ann does it all with a passionate smile and demeanor.
We are excited to introduce our newest team member. Sharon Harris joins our Client Services team to serve our valued clients and meet the service/operations needs of our growing practice.
Sharon is a Michigan State University graduate with a Bachelor of Science dual degree in Elementary Education and Early Childhood Development. Sharon completed her 31-year teaching career in 2021. She taught at Spring Branch ISD, Cy-Fair ISD, and finally Conroe ISD in The Woodlands for the past 21 years. Sharon brings her experience communicating with parents, colleagues and students. Planning, organizing, and attention to detail are strengths she brings to our team.
Sharon has three grown children, all Aggies, and a precious two-and-a-half-year-old grandson. In her free time, she enjoys church activities, travel, dining out, yoga, boating, live music, diamond painting and spending time with friends and family.