Our Team

By Your Side In Pursuit Of Your Goals

Roth Financial Partners is an independent practice. Our goal is to understand, analyze, formulate, and implement an ongoing comprehensive plan that addresses every aspect of your financial life.

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Peter Roth CFP®, CIMA®
Financial Advisor

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As founder of the practice, Pete is the primary point of contact and lead advisor. His genuine passion for this business and helping his clients formulate and execute sound financial plans is driven by his interest in solving complex financial challenges and translating those into a realistic and workable plan for his clients.

His faith in Christ has helped clarify and solidify his objective of helping his clients truly understand what is most important in their lives and then backing into the plan that works towards achieving those goals. He has a unique sense of intellect and humor that drives his relationships and enables both sides to totally engage on a very real and intimate level.

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Peter B. Roth, CFP®, CIMA® Wealth Advisor

In a profession that reveres experience, Pete has been advising clients in the pursuit of their financial goals since 1983. Matching Pete’s experience are his credentials – he is a Certified Financial Planner™ professional and has earned the Certified Investment Management Analyst® designation, making him one of approximately 7,400 professionals in the country to hold the prestigious advanced investment certificate.

As founder of the practice, Pete is the primary point of contact and lead advisor. His genuine passion for this business and helping his clients formulate and execute sound financial plans is driven by his interest in solving complex financial challenges and translating those into a realistic and workable plan for his clients. His faith in Christ has helped clarify and solidify his objective of helping his clients truly understand what is most important in their lives and then backing into the plan that works towards achieving those goals. He has a unique sense of intellect and humor that drives his relationships and enables both sides to totally engage on a very real and intimate level.

Pete holds Bachelor of Science and Master of Science degrees in engineering from Purdue University and moved to Houston in 1977 after joining Exxon as a drilling engineer. He concluded two years later that he was fit for a different calling and spent the next four years making a transition to the financial services industry.

Pete spent the majority of his career at a major broker/dealer and made the move to independence in May 2010 (a move he acknowledges he should have made 20 years sooner). Roth Financial Partners has enabled Pete to bring the best of everything he has learned into a stimulating and unconstrained environment to deliver comprehensive wealth management to clients. He has been truly blessed to work in a business he loves.

Pete married his wife, Carla, in 1986, and they moved to the Kingwood suburb north of Houston in 1987 to start and raise their family. They have two grown children – Jim, who works with Pete at the practice, and Kellie. They also have 2 granddaughters, Kaylee and Maggie. In his free time, Pete hand builds steel string acoustic guitars, enjoys playing the guitar, working out, spending time in his workshop, participating in bible studies and prison ministries, and challenging the family’s new puppy, Charlie, for rule of the house.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment.

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Jimmy Roth, CFP®, AAMS®
Financial Advisor

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Jimmy is one of the primary relationship managers for our client base and is responsible for constructing financial plans as well as conducting client meetings and reviews.

He obtained his Bachelor of Arts degree in Communications Studies from Biola University, a school he credits as a cornerstone of his faith in Christ. Jimmy married his wife, Sandi, in 2014, and they have two beautiful daughters. He is a big sports fan and spends the majority of his time being active with his family, serving at his church, spending time outdoors, and taking on all sorts of projects around the house.

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Jimmy Roth, CFP®, AAMS® Financial Advisor

Jim is one of the primary relationship managers for our client base and is responsible for constructing financial plans as well as conducting client meetings and reviews. Additionally, he does most of the legwork behind the scenes in capturing and presenting the results of our two part engagement meetings with potential clients. Jim is a Certified Financial Planner™ professional and is also an Accredited Asset Management SpecialistSM making him one of approximately 1,100 professionals in the state of Texas to earn this designation.

Jim obtained his Bachelor of Arts degree in Communications Studies from Biola University, a school he credits as a cornerstone of his faith in Christ. He joined the team in 2012 after working for an IT and Engineering Solutions Company, where he developed a passion for providing career plans and roadmaps for others. Jim says his father, Pete, always had a big influence on his decision to join the business.

Jim married his wife, Sandi, in 2014, and they have two beautiful daughters, Kaylee and Maggie. He is a big sports fan and spends the majority of his time being active with his family, serving at his church, spending time outdoors, and taking on all sorts of projects around the house.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 
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Eric Johnson, CFP®, CIMA®, CPA
Financial Advisor

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Eric oversees the investment and portfolio-management functions for Roth Financial Partners, seeking to ensure that the portfolios in which our clients invest are aligned with our long-term investment philosophy. His love of research and thirst for knowledge is a key element of the portfolio management process. 

Eric married his wife, Ellie, in 2015 and notes that he plans to have a long, happy marriage with her (as long as he continues to eat all of the vegetables she suggests he eat.) They have one son and a very loveable dog. Eric is an avid Houston Astros fan and spends much of his time, reading, completing Sudoku and Kakuro puzzles, and watching films at local independent film theaters.

Read More About Eric's Background

Eric Johnson, CFP®, CIMA®, CPA Financial Advisor

Eric oversees the investment and portfolio-management functions for Roth Financial Partners, seeking to ensure that the portfolios in which our clients invest are aligned with our long-term investment philosophy. His love of research and thirst for knowledge is a key element of the portfolio management process. Eric is a Certified Financial Planner™ professional, has earned the Certified Investment Management Analyst® designation, and is a Certified Public Accountant* in the state of Texas.

Eric holds a Bachelor of Business Administration and Master in Professional Accounting from The University of Texas at Austin. He joined the team in 2017 after almost four years at a Big 4 public accounting firm in the Federal Tax practice, where he gained experience in tax return preparation and tax planning for both business entities and high-net-worth individuals. Though tax return preparation is no longer a part of his career, the impact of taxes on client portfolios is heavily considered in portfolio management.

Eric married his wife, Ellie, in 2015 and notes that he plans to have a long, happy marriage with her (as long as he continues to eat all of the vegetables she suggests he eat.) They have one son and a very loveable dog. He is an avid Houston Astros fan and spends much of his time reading, completing Sudoku and Kakuro puzzles, and watching films at local independent film theatres.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

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Stephanie Powers
Client Service Associate

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In 1979, Stephanie (Cindy’s sister) began her career in the financial services industry and joined Pete’s practice in 2000. A seasoned veteran of many economic cycles, she specializes in portfolio restructuring, cash flow management, and compliance. Additionally, she works with Eric on the investment management side of the business.

Stephanie lives in Magnolia, TX with her husband, Jerry, their two dogs, and one cat. She enjoys reading and walking in her neighborhood. Stephanie and Jerry also enjoy spending time with their son George, his wife Rachel, and their two grandchildren, Eli and Georgia.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Roth is engaged, or continues to be engaged, to provide investment advisory services.