The Team Behind the Work
Intentional is built around depth, not volume. Our internal team manages every client relationship directly. Our institutional partner team brings the specialized expertise that complex wealth requires. Together, it is a level of access most independent firms cannot offer.
Intentional Team
Coming Soon
James E. Roberts
Founder & Wealth Advisor
CFP® · CExP™ · 17 Years Experience
James built Intentional from a conviction that most financial advice is organized around the wrong destination. After 17 years in the industry, he has spent the last decade working exclusively with high-net-worth individuals, business owners, and families navigating complex, high-stakes financial decisions.
His perspective was shaped by more than credentials. In 2013, his brother was diagnosed with cancer. Three years later, James was a passenger in a car accident he should not have walked away from. Then his son Hudson was born — only the 46th documented case in the world with his rare genetic syndrome.
Those years forced a harder question. What is wealth actually for? The answer became the foundation of everything Intentional does.
James holds the Certified Financial Planner (CFP), Certified Exit Planning Advisor (CExP), and Certified Divorce Financial Analyst (CDFA) designations. He works with a limited number of clients on purpose — because depth requires it.
Coming Soon
Lily Spiering
Executive Assistant & Client Experience
Series 65 Candidate · 3 Years Experience
Lily is the operational backbone of Intentional. She manages client communications, calendaring, and the day-to-day details that keep the client experience running without friction. If you have called or emailed Intentional, you have likely already spoken with her.
She is currently completing her Series 65 licensing, which will expand her role to include trade execution and broader client service support. Her attention to detail and commitment to the people she works with reflects the same standard James brings to every client relationship.
Institutional Partner Team
Deep Expertise. No Additional Cost.
For clients at the $5M and $50M+ level, we work alongside a dedicated team of specialists whose sole focus is complexity at this scale. This access is built into how we work. Not an add-on, not a referral. It is part of the relationship.
Private Wealth Planner
Financial Planning
CFP · 10+ Years Experience
Leads comprehensive financial planning for clients at the $5M+ level, coordinating investment strategy, cash flow planning, and long-term wealth structure across complex financial situations.
Estate Planning Attorney
Estate & Tax Strategy
Master's in Taxation · 20+ Years Experience
Specializes in advanced estate planning strategies for high-net-worth and ultra-high-net-worth families. Brings over two decades of experience structuring estates, trusts, and tax-efficient transfer strategies.
Fixed Income Specialist
Bond Strategy & Portfolio Construction
CFA · 15+ Years Experience
Sources and manages individual bond portfolios for clients requiring precision in fixed income allocation. Brings institutional-level analysis to every fixed income decision within a client's broader portfolio.
This team works exclusively at the $5M and $50M+ level. Their involvement comes at no additional cost to our clients. It is part of how Intentional is built, and why most independent firms simply cannot match this depth of expertise under one relationship.