Meet the Team
Isabelle Roethe, CFP®
Owner and Lead Financial Advisor
At Desert Wealth Management, we make it our mission to help clients work toward their goals, fulfill their purpose, and enjoy more time with their families.
I serve as the lead financial advisor at our firm, continuing the legacy of my father, Rob Clausen, who had over 40 years of experience in the financial services industry. It is my goal to carry forward his legacy of helping families build a secure future focused on purpose and fulfillment. My educational background includes a degree in finance and economics from Grand Canyon University, and the CFP® certification.
At our firm, we help clients define their financial and life goals, build a clear action plan on how they can work toward these goals, and walk alongside our clients in each of their major financial decisions.
My father built Desert Wealth Management as a family-focused firm with a deep commitment to guiding families in planning for their futures and living purpose-filled lives. This goal continues to be at the heart of our work. We prioritize understanding each family’s unique goals and creating personalized financial plans that reflect their vision and values.
When I'm not working, I enjoy spending time with my husband, cooking, working out, and cherishing time with loved ones.
Wendy Davis
LPL Registered Administrative Associate
I have been the Desert Wealth Management LPL 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.
Robert Clausen
Founder
Desert Wealth Management was founded in 1998 by Rob Clausen, who worked in the financial services industry for over 40 years, helping clients work toward their dreams and goals. Rob built lasting relationships with amazing client families. He considered it an honor to guide clients as they worked toward their life goals. Rob's mission was to help people build lives focused on living out their purpose and spending time with their families.
Although Rob has passed away, his vision and values live on at Desert Wealth Management. His daughter and succession partner, Isabelle Roethe, is now the lead financial advisor at the firm, carrying forward his legacy of purpose and family.
Alongside Isabelle are Wendy and Joyce, Rob's long-term team members. The team at Desert Wealth Management is dedicated to continuing Rob's passion for family and quality customer service. Rob’s commitment to his clients continues to shape everything we do at Desert Wealth Management today.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.