At the Hardee Investment Group our mission is to provide our clients with the highest quality service and the commensurate returns that will allow them to live the lifestyle they desire.

We know that you have worked hard to achieve your goals, and we are honored by the trust you place in us as your financial advisor. Please know that we are always available to assist you with any questions, discuss investment ideas, or perform a thorough portfolio review with you.

Please don't hesitate to contact any of us at any time. We would love to hear from you! 

Will Hardee, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

713-853-0869 | Email |
713-651-3366

Will is a Managing Director – Financial Advisor with RBC Wealth Management and has been with the company since 1994. From 1991-1994, he was a Senior Vice President with Kidder Peabody and was a Senior Vice President at Rotan Mosle/UBS PaineWebber Inc. from 1977-1991. 

In 2013, Will was named to the Financial Times Top 400 Advisors list. He was also named as one of America's Top 1000 Advisors by Barron's in 2010-2013 and to Barron's Top 1200 Advisors in 2014. Furthermore, he was named a Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP) in 2011-2013. During his tenure at RBC Wealth Management, he has been in the top 1% of his peer group and named a member of the Chairman's Council since joining the firm. He currently advises/manages over $450 million in assets. Will's expertise is advising high net worth individuals and small- to mid-sized corporations. He is the Chief Investment Officer of the Hardee Investment Group. 

Will's AWM, Accredited Wealth Manager, designation is offered in conjunction with the Esperti Peterson Institute at Michigan State University. AWM certification holders have demonstrated a commitment to their trade by attending 60 hours of continuing education on subjects related to broad financial planning and family wealth transfer issues. 

Will currently serves on the Board of Directors for Port Bay Wetlands LLC, a private mitigation bank. Most recently, he served on the Board of Directors of Harvest Natural Resources, a NYSE listed company. He is a former director of the Bank of Almeda and Gamma Biologicals and is also a former limited partner and advisory director of the Houston Rockets of the National Basketball Association. Will holds a certification of Director Education from the NACD Corporate Directors Institute and is a Board Leadership Fellow. He currently serves as an elder at Southminster Presbyterian Church.

Kevin Roberts

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

713-853-0819 | Email | |

Kevin’s focus is developing tax-efficient global portfolios targeting long-term capital appreciation for wealthy individuals and families. Other areas of concentration revolve around concentrated stock strategies and lending solutions in addition to providing equity compensation administration to publicly traded corporations. Kevin looks to serve as the main financial professional for his clients.

Kevin is a native of Houston, Texas. He attended Louisiana Tech University and graduated in 1994 with a Bachelor of Science degree in accounting. Kevin worked for a local CPA firm for three years in Bossier City, Louisiana, before moving back to Houston to pursue his passion for investment management. In 2000, Kevin began focusing on providing education and wealth management strategies for individuals who received equity compensation from their employer in a series of workshops and company sponsored events. In 2008, he then began administration of company’s stock plan while continuing to educate those employees. In 2015, Kevin attained the coveted Certified Equity Professional (CEP) designation from Santa Clara University Leavey School of Business.

Kevin is married to his wife, Pam, and along with their three children: Kelsey, Clayton and Coby, they support many organizations and charitable foundations including Louisiana Tech College of Business, St. Pius X High School Foundation, Texas Children’s Hospital and the Dominican Sisters of Houston.

Heather Hardee

Senior Financial Associate

713-853-0854 | Email |
713-651-3366

Heather began working with RBC Wealth Management and the Hardee Investment Group as a Client Associate in 2007. For three years, she operated as the primary backup support for Teena Rodgers and Kathy Hensarling. Heather has passed the Series 7 and 63 exams, is state insurance licensed and now is a Senior Financial Associate. She specializes in the development of RBC Wealth Plans and is the team’s protection planning specialist, providing clients’ asset protection through life insurance opportunities. Heather is responsible for handling team marketing and team website maintenance, along with LinkedIn account management. She is responsible for coordinating sponsorships of the group to the community. 

Heather has a BBA in Finance from Sam Houston State University, as well as a Master of Science in Hospitality Management from the Conrad N. Hilton College, University of Houston. She completed RBC Wealth Management’s Associate Financial Advisor program in 2010, and will begin coursework for a Certified Financial Planner certification in the latter part of 2018.

Teena Rodgers

Branch Service Manager/Senior Investment Assoc

713-853-0878 | Email
713-651-3366

Teena has over 35 years of experience in the financial services industry and 32 of those years have been with Will Hardee. In addition to her Series 7 and 63 licenses, she has obtained her Series 65 Investment Advisor Representative license.

Teena provides proactive, day-to-day assistance to Will by specializing in the administration of the portfolio trading and management system. She is also skilled in the areas of intergenerational gifting, as well as estate and retirement distributions. Teena serves as the team’s coordinator, overseeing business and operational management and ensuring that the team is utilizing all the available resources to best serve our clients. Her thorough attention to detail and organizational skills has helped greatly in working with and satisfying our clients’ needs and expectations. 

Having been a member of multiple special task force groups at RBC Wealth Management, Kidder Peabody/UBS PaineWebber and Fidelity Investments, as well as the development of various internal programs for the financial industry, has helped her to proactively serve our clients’ needs at the highest level in addition to helping others within her peer group to achieve their goals. 

Raised in Texas, Teena has lived in the Houston area since 1980. She and her husband, James, enjoy riding horses, traveling, and spending time with their children and grandchildren.

Erika Rivera

Senior Business Associate

713-853-0858 | Email |

Erika plays a key role in guiding our clients through liquidity events and other major changes in their lives. She has spent nearly ten years in the industry focused on providing an outstanding level of client service while building her knowledge in equity compensation and restricted stock matters. This knowledge has enabled her to provide guidance for our corporate and executive clients when it comes to 144 Filings and 10b5-1 Trading Plans. Erika strives to deliver a high-level of service and value to our wealth management clients and their families. She currently holds her Series 7 and 63 security licenses and is a member of the National Association of Stock Plan Professionals.  

Erika was born and raised in Houston, Texas. She received her Bachelor of Arts degree in advertising from the University of Houston where she was an active member of Phi Mu sorority.  Erika enjoys traveling, fitness and spending time with family. She resides in Friendswood with her husband, Will, and their two Yorkies.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Trust Consultant


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Wealth Strategist


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Wealth Management Consultant


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Insurance Consultant


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Credit Solutions Consultant