Rhett Sorensen

Financial Analyst

Background

Being a Utah native, Rhett has many memories of visiting Lagoon Amusement Park as a kid. Now, he gets to work across the street! Since he was young, Rhett has always enjoyed helping people and thought the best profession would be something in the medical field. However, in college, he realized his passion was in finance – not biology! After a friend introduced him to the profession of financial planning, he knew this was where he could best help others with his passion for personal finance.

Rhett received a B.S. in Finance from Brigham Young University-Idaho. While there, he was very involved in the school’s Wealth Management Society during his Junior and Senior year, where he acted as both Lead Advisor and President. He was also involved in the school’s financial mentoring program, where he taught students the fundamentals of personal finance, helped them with their saving/spending goals, and plan to pay back student loans. Rhett has previous financial planning experience from past
internships at an investment firm during his undergraduate, and most recently with Charles Schwab.

Rhett is currently studying diligently for the CERTIFIED FINANCIAL PLANNER® exam. Rhett is passionate about learning and expanding his knowledge so he can best serve clients.

As a financial analyst at Rock House Financial, Rhett works with the advisors to help them build financial plans, do research, and provide additional client support. Clients may see him in meetings taking notes or receiving emails requesting information needed to help us give better advice on their plan. Behind the scenes, Rhett helps the team with in-depth analysis for tax planning, investment management, retirement income, insurance needs, and more.

When Rhett is not working or studying, he enjoys time with his sweet wife, Rebekah, and his newborn son, Kai. Together, they keep busy going on walks, reading, listening to all kinds of music, playing electric guitar, watching fun movies, and giving baby Kai lots of hugs & kisses! Rebekah is an ACE Certified Health Coach and is always getting after Rhett to stay active and eat his greens – even when he does not want to!