We're here to help you manage your financial goals so that
you can feel more confident
about tomorrow and
focus more on enjoying life
and maximizing family time.
At Desert Wealth Management, we make it our mission to help you prepare strategically and logically for the future. Whether you are saving for retirement, paying off debt, saving for college, or building a business, we know the process can be overwhelming.
We don't want you to spend your precious time and energy managing your financial future alone.
This is why we're here to help you manage your financial goals so that you can feel more confident about tomorrow and focus more on enjoying life and maximizing family time.
We want to help you grow your hard-earned money, calm your financial fears, and build a bright financial future, all so that you can focus more on enjoying today.
THE TEAM
Rob Clausen
Financial Advisor
It has been my pleasure to have worked with clients for over 40 years in the insurance and financial services business. I started Desert Wealth Management in 1998 in Idaho Falls, Idaho. Now, we enjoy operating two offices, with our second office located in Fountain Hills, Arizona. I have worked with many amazing client families for numerous decades, and it has been an honor to guide people as they work toward their life goals. When I'm not working, I enjoy spending time with my family, working on home renovation projects, playing pickleball, and hunting.
Phone: 208-243-0531
Email: rob.clausen@lpl.com
Isabelle Roethe, CFP®
Financial Advisor
I absolutely love helping clients work toward their dreams and goals. As a CFP® professional and financial advisor at Desert Wealth Management, I make it my mission to help clients live out their purpose and enjoy more time with their families. It has been an honor to work alongside my father, Rob Clausen, to guide clients in their financial decisions. As a family-focused firm, we understand the importance of helping families plan for their futures. When my father transitions into retirement, I will become the lead financial advisor at Desert Wealth Management, continuing the family legacy. When I'm not working, I enjoy spending time with my husband, cooking, working out, and spending time with loved ones.
Phone: 480-747-8696
Email: isabelle.roethe@lpl.com
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Wendy Davis
Administrative assistant
I have been the Desert Wealth Management Registered Administrative Associate for over 30 years. It has been my pleasure to work with our clients to help them work toward their life goals. We make it our priority to offer excellent customer service to our clients so that they can spend more time doing what they love. I enjoy spending my free time with my husband and three children.
Office Phone: 208-542-2838
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