Meet Our Team

The Rock House Financial Team

Our team consists of four Utah CERTIFIED FINANCIAL PLANNER™ practitioners, as well as other financial services professionals.

Bob Aamodt, CFP®, MBA

Bob Aamodt, CFP®, MBA is the founder of Rock House Financial. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 21 years’ experience as a professional financial advisor, he is well known for his deep expertise, integrity, and client accountability.

Nicole Roberts, CFP®

Nicole Roberts, CFP®, is a financial planner for widows of business owners. Having helped many of her clients who are the surviving spouses of a deceased business owner, she is the voice of clarity for women and men confronted by the gargantuan task of unwinding a business left by their spouse.

Zach Nelson, CFP®, MBA

As a financial advisor for social media influencers, Zach Nelson, CFP®, MBA is the first line of defense for these entrepreneurs.

Rhett Sorensen, CFP®

As a financial advisor, Rhett works hard to bring clients peace of mind by guiding them through complex retirement decisions, tax saving strategies, and cash flow planning, to name a few. While Rhett loves strategies that improve a client’s ability to reach desired outcomes, he especially loves to help clients save money on taxes!