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 20 years and is a Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™. 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 is an active member in the financial community and is in frequent communication with economists, analysts and fund managers to evaluate opportunities to invest capital on behalf of our clients. Jack 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.
A graduate of Stephen F. Austin State University with a BBA in Accounting, Jack lives with wife, Tracy, and two sons in the Spring/Northwest Houston area. He is a member of Champion Forest Baptist Church, where he has served on the budget and finance committee and co-teaches a Bible study. In addition to volunteering as a Cub Scout Den Leader, Jack has been a YMCA baseball and basketball coach and also coaches Upwards Basketball. Jack joins with 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 Giles, our newest team member, joined Robare & Jones in June of 2017 as an Associate Advisor after having graduated from Texas A&M with a bachelor’s degree in finance and a minor in financial planning. Valerie’s studies in both finance and financial planning, along with her college internship in the financial services industry, 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.
When she’s not working, Valerie enjoys spending time with her family and friends in addition to volunteering in her local community.
Kathy has been a key member of the Robare & Jones team since 1999. She reflects our commitment to hospitality and helps provide a welcoming atmosphere for our clients. As a Registered Representative, Kathy is Series 7 and 63 securities licensed and she is dedicated to the work we complete on a regular basis.
In her role, Kathy oversees company operations, assists with compliance and plans the many events that our firm hosts for clients and the community.
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.