Joseph “Paul” Roberts

Paul began marketing as Marlin Wealth Management with two goals in mind.  First, to more clearly define and delineate his practice in the eyes of his community.  Second, after twenty years in the business, Paul feels he has a unique perspective to provide.  By filtering important and timely concepts and introducing them for further thought, he intends for others to gain from his experience.  He describes the lens through which he views the world through as “positive, but skeptical.”

Raised in Baton Rouge, LA, Paul attended Our Lady of Mercy Catholic School and is a 1995 graduate of Catholic High School.  He attended Millsaps College in Jackson, MS, for two years prior to coming home to Louisiana to finish at Louisiana State University (LSU) in 1997.  While at LSU, Paul interned with several legal and financial firms and found an interest in both worlds.

After he was graduated from LSU in 1999, Paul joined Lincoln Financial Advisors (LFA) in early 2000, being attracted to a national firm already in the fore of fee-based advice.  Paul jumped into the culture and adopted a holistic approach when counseling his clients.  In 2009 he began working with the Sagemark Consulting Private Wealth Services division of Lincoln Financial Advisors Corp.  This small group of planners sources and relies on each other nationally to stay at the cutting edge of wealth planning and asset management techniques.   

Paul is married to Dr. Claire Knobles Roberts and has two children, Alexis and Davis, who attend Our Lady of Mercy Catholic School.  In his spare time, he enjoys being on the water with family and friends.