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.