Meet Our Team

The Rock House Financial Team

CFP®

Bob Aamodt, CFP®

Financial Advisor and Founder

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CFP®, ChFEBCsm

Nicole Polatis, CFP®

Financial Advisor

Nicole Polatis, CFP®, started in portfolio management researching stocks, but after hours alone with a computer, she quickly realized she […]

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Zach Nelson

Financial Advisor

Zach Nelson, MBA, had dreams of playing professional basketball from the time he was born. Upon graduation from Yuba City […]

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Kyle Wilhelm

Director of Operations and Chief Compliance Officer

Kyle has been working with Bob Aamodt since 2012. He has held various positions at the firm throughout his tenure […]

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Sarah Hindmarsh

Analyst

Sarah works as an analyst at Rock House Financial helping to gather and input data. She graduated from Utah Valley University […]

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Jacob Shanklin

Analyst

Jacob Shanklin is a problem solver who works with Rock House Financial’s advisors to provide exceptional service to clients. Jacob […]

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Andrea Abbott

Director of Client Relations

Andrea is the first face you usually see at Rock House Financial. She directs all communications for the firm. Andrea […]

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Locally owned and independent, Rock House Financial is passionate about helping you create a more confident financial future. We offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals.

Rock House Financial

630 N Main Street
Farmington, Utah 84025
Tel: 801.447.4200
Info@rockhousefinancial.com

Advisory services offered through RH Advisors, LLC dba Rock House Financial, a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.