James E. Roberts, CFPÂ® CExPâ„¢
RT Wealth was founded by James Roberts in 2012. He had a vision to design a company that would address a huge void in the business ownerâ€™s advisor team.
Every business has a CFO or Controller, a CPA , a Financial Advisor, and/or an Insurance Agent. But, who is coordinating this team of advisors? Whoâ€™s ensuring each of them are working toward one common goalâ€¦YOUR goals? Who has enough knowledge in each arena to ensure all of your advisors are qualified to manage your exit?
James has a true passion to help business owners maximize their value, mitigate their risks and minimize their taxes paid. He is a CERTIFIED FINANCIAL PLANNERâ„¢, as well as a CERTIFIED EXIT PLANNER (CExPâ„¢). Through his experiences working with business owners since before the Great Recession, James has learned through both experience and formal studies what it takes to navigate owners successfully towards their desired exit path.
James followed in his fathers footsteps, graduating from the University of Maryland. He then earned his Certificate in Financial Planning from the prestigious Georgetown University. James committed to and completed 10 courses specifically focused on exit and succession planning strategies and earned his Certified Exit Plannerâ„¢ designation after it became clear he would be working with more business owners.
James married his beautiful wife, Carrie, in 2008. They welcomed their first son Landon into the world in 2011. Bentley followed in 2015. James sits on the Platoon 22 Nonprofit Board. In 2014, James was recognized as a Man of the Year finalist for the Leukemia & Lymphoma Society. He currently sits on various committees within the is organization.
Philanthropy is huge part of Jamesâ€™ personal life and something he introduces to every business owner he works with.
Ann has made a career working with affluent families, individuals and business owners as their accountant. She had a long and distinguished career with Watkins Meegan who merged with Cohn Reznick in 2014.
RT Wealth is fortunate to have Annâ€™s experience and knowledge as we develop our exit and succession strategies for our clients. Ann has the ability to work with your existing accounting team on a consultant basis to help ensure youâ€™re goals and objectives are properly addressed.
Ann has been a Certified Public Accountant since 1986, with a focus in public accounting. Her expertise is in the area of taxation, and she has much experience in the area of estates, trusts, and estate planning issues. She has worked with many small businesses as well to assist them with taxation and planning opportunities.
Annâ€™s input is invaluable and she is an integral part of the RT Wealth Exit plans we develop for our clients.
Ann is the mother of triplets, Lauren, Allyson & James, as well as their older brother, Chris. In her spare time, Ann loves to spend time with her grandchildren: Emma, Landon, Jackson, Maggie, Caroline and Bentley.
Ann is a member of the American Institute of Certified Public Accountants and the Maryland Association of CPAs.