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Team

Our team of dedicated professionals will help you grow and protect your wealth and pass on your values and legacy. We will work with you to evaluate your financial situation and will be with you every step of the way, helping you set and achieve your retirement goals.

In today’s fast-paced and complex world, you need confident and committed financial advisors who are there to help you make the critical financial decisions. More importantly, you need a team who has your best interest at heart and shares your life values. Every member of Roberts Retirement Group is committed to serving you and your family.

-Ronald Roberts


 

Ronald Roberts

Founder and President CA License #0821746

209.223.7870

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the...

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Don Carlson

Investment Advisor

Don is a Partner and Executive Vice President of Regal Investment Advisors. He is also a partner and registered principal with Regulus Advisors with Series 6, 63, 65, 7, 24, and state insurance licenses. He has worked with individuals...

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Eric Rouen

Attorney

Eric was born in New York and spent his early life in the eastern portion of the United States, residing in Louisiana, Connecticut, and Tennessee. When he was ten, his family settled in Elk Grove, California where he attended school...

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Spencer Prince

F3E Marketing Coordinator

Spencer Prince is the Community Relations Coordinator of North Carolina and Northern California Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country. Born and...

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Mark Cantrell

Client Services

Carolyn Marshall

Director of Client Services

Carolyn holds an Insurance License for life, health & annuities since 2004 in Colorado, Tennessee and California. She has been working in the Insurance industry for over 20 years including 8 years with Roberts Retirement Group. Carolyn...

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Barbara Cozzolino

Accounting Specialist

Karen DeBay

Annuity Specialist & Customer Service

Karen has been with our office since February of 2014. She was raised in Lafayette, CA where she worked in the Bay Area as a licensed property and casualty insurance agent for the past 30 years. She moved to beautiful Amador County...

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Corinne Patterson

Administrative Support

Corinne comes to our office with a diverse background in client service and administrative assistance. She has worked for government agencies, in the private sector and for medical offices. She studied at Rick College in Rexburg, Idaho...

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Denise Fattal

Marketing & Event Director

Denise brings 27 years of marketing and event planning experience to Roberts Retirement Group. Denise was born and raised in in California and attended college in San Francisco. She and her Husband reside in Sonora with their beautiful...

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Samantha Roberts

Clerical Support