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.
