Korbett Roberts is the Principal of the Family Business Division at TCS Insurance. The Roberts family has been advising clients for over fifty years. His father, Bill, was a pioneer in succession and estate planning, dedicating five decades to helping clients navigate these complex issues. Korbett had the privilege of working alongside his dad for 21 years, learning from him and sharing their passion for this important work.

An experienced advisor to families, Korbett uses his passion to assist families working through the unique challenges faced by family-owned businesses in succession planning and risk management. His effective solutions have helped clients grow company value and benefit from his long view in business planning for generations.

Korbett is a Charter Member Advisor of the Institute for Preparing Heirs through Pepperdine University in Malibu, California. His commitment to private and family-owned businesses also led him to earn his Certified Family Business Advisor (CFBA) through the Family Firm Institute.

Formally recognized as an expert in financial planning, Korbett has been awarded the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Financial Consultant (ChFC®) designations. Korbett is a graduate of Baylor University in Waco, Texas where he received his Bachelor’s in Marketing, Risk Management, and Insurance.

Korbett and his wife, Sarah, and their three sons live in Waco, Texas.

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