Your Retirement Guides

After graduating at the top of his class from the University of Utah, Rob went on to work with large financial institutions, high net worth individuals, hedge funds, and members of his local community. He developed deep expertise in navigating complex tax regulations and helping clients plan for a more secure retirement.

In 2010, Rob founded Wealth Management CPAs, where he focuses on integrating financial planning, tax strategy, and estate planning into a cohesive, comprehensive approach. He recognized a disconnect between wealth advisors and CPAs and built his firm to bridge that gap, delivering more unified and effective strategies.

Rob is committed to helping clients gain clarity and confidence in their financial future, often showing them they are in a stronger position than they initially believed. Through his experience and insight, he ensures that each client’s financial, tax, and estate plans are aligned to support long-term goals.

He has been featured on the cover of Banking CIO Outlook magazine in recognition of his dedication to client success. Rob is a Certified Public Accountant (CPA) and holds life, health, and annuity insurance licenses, as well as a Series 65 securities license, enabling him to recommend a broad range of financial and insurance solutions.

Outside of his professional work, Rob values time with his family. He and his wife, Jen, have three children — Kensington, Keaton, and Alexandria. He enjoys attending his son’s soccer games and traveling together as a family.