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
FINANCIAL ADVISOR AND FOUNDER
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®
FINANCIAL ADVISOR
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
FINANCIAL ADVISOR
As a financial advisor for social media influencers, Zach Nelson, CFP®, MBA is the first line of defense for these entrepreneurs.
Rhett Sorensen, CFP®
FINANCIAL ADVISOR
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!
Summer Parry, CFP®
ASSOCIATE FINANCIAL ADVISOR
Growing up in a large family, with financially astute parents, Summer learned the importance of money management at a young age. In her college years, she initially pursued a degree in nursing, but quickly realized she excelled at finance much more than chemistry.
Ryan Anderson
FINANCIAL ANALYST
Ryan grew up in a home where playing sports was a major part of his life. He worked at
the local physical therapy clinic in Bountiful, Utah and fell in love with giving advice that
could help relieve pain. After returning from a mission to Manchester, England he
started to feel that he gravitated more toward finance rather than the medical field.
Antonio Montes De Oca
FINANCIAL ANALYST
Antonio has been motivated since he was a child to learn all things personal finance not only for himself
but for the eventual benefit of others. When Antonio learned of the financial advisor career in his
financial literacy class in High School something clicked.
