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the team

Meet The Team

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My name is Robert Clausen. It has been my pleasure to have served our clients for over 40 years in the insurance and financial services business. It has always been, and continues to be, our goal to give high-quality service with our long-term investment guidance.

Phone: 208-243-0531


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My name is Isabelle Roethe and I have had the pleasure of partnering with my dad as an LPL Financial Advisor in the investment services business. I seek to provide clients with effective tools and products to help them achieve their goals and offer them financial stability in all stages of life.

Phone: 480-747-8696



Wendy is our LPL Registered Administrative Associate in Idaho Falls. She has been working with Rob since January 1994. In her spare time she enjoys spending time with her husband and their three children.

Office Phone: 208-542-2838


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