Charles A. Roe CPA
Charles is a founding member of Innova Wealth. He is a seasoned CPA and financial advisor serving families, business owners, and medical professionals. His primary focus is to help bring clarity and direction to his client’s financial goals. He has been able to achieve this by implementing an integrated approach to wealth management through the coordination of financial planning, retirement income and investments, tax mitigation, and
risk management.
Charles is a graduate of Texas Tech University with a degree in accounting and an MBA in finance. He began his audit and tax career while earning his CPA designation. With this experience and knowledge of tax, he began his financial services career in 2008 as an independent financial advisor and later founded Innova Wealth in 2015.
Charles and his wife, Kari, reside in Richmond, Texas, with their two children, Grace and Hank. The family enjoys playing tennis, raising border collies, and road trips across Texas.
Amber Koenig
Before devoting her work full-time to Innova Wealth, Amber served her longtime community as a realtor as a part of the largest brokerage team in Southeast Texas. Partnering with families and investors across the Houston area, providing thorough market research and insightful valuation analysis paired with that sweet southern charm.
Amber graduated from the University of Houston with a Bachelors in Business Administration with a concentration in Accounting. After which she dedicated several years to working as a staff accountant, conducting financial audits, and preparing both individual and corporate taxes. Amber has worked with a wide array of clients in numerous industries, including large international companies.
In addition to being the operations manager, Amber is pursuing her goal of becoming a Certified Financial Planner® through the University of Texas. Most days you can find her on the baseball fields cheering on her two boys, lounging with a cup of coffee and a good book, or lifting weights with her husband.