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.