By Rob Johnson
One of our core values here at Elevate Wealth Management is to continue improving and growing through learning and trying new things. With that goal in mind, we are excited to announce that our firm is growing by adding a new financial advisor to our team! Rob is a Wyoming native who returned home to put down some roots with his family. He is excited to serve the people of Sheridan and surrounding areas by helping them reach their financial goals. Here’s his story in his own words:
Finding My Way
As a 17-year-old kid with no idea where I wanted my life to take me, the question “What do you want to be when you grow up?” always elicited the same response: “I have no clue.” At that age, all I knew was that I wanted to continue playing basketball. As a 6’6” lefty, I’d found success on the court and developed a passion for competition. When my high school career was nearing an end, I knew I wasn’t ready to give it up. So, when I received an offer to continue playing ball at Black Hills State University, I don’t remember even looking at the academic programs they offered before signing my letter of intent. They were going to let me keep playing ball, and that was good enough for me.
At some point, I had to declare a major, but nothing stood out as very interesting or fulfilling. I knew the school had a great business program, and this sounded generic enough for me to figure out my path as I went along. During my degree program, I was required to take classes in micro and macroeconomics, investments, and financial principles. Through this coursework, I discovered I had a passion for economics and finance, and I quickly added the “economics and finance” designation to my business degree. I finally felt like I was moving in the direction I was meant to go.
When college ended, I was thrust into the real world, finding a job as a business accountant for a major construction company. I was thrilled just to have a job, so I packed up my belongings and moved to Houston, TX. Much of the work I did at this job involved completing project analysis and performing cost accounting for major projects. I developed skills that I’ll carry with me forever, and it reinforced my love for numbers. But it also taught me something about myself: I was much more of a people person than I realized. There were days when I spent all my time in a cubicle working on a computer with minimal human interaction. While I enjoyed the work, I knew I couldn’t do it forever and that I needed to be working with people.
When I met my wife and we decided to move back to our hometown of Sheridan, WY, I took a job in sales. I had spent a couple of years working with numbers, so I figured a job in sales would fulfill the other half of my professional desire—working with people. I took great pride in helping people solve problems and finding solutions to meet their needs, while developing a passion for providing customer service and working directly with people. I worked for this company in various positions over the next eight years (and truly enjoyed what I did), but in the back of my mind, I knew it wasn’t where I was meant to be.
Coming Full Circle
These experiences prompted me to ask myself, “What career path will fulfill my passion for the finance world and for helping others?” The obvious answer to this question led me to where I am today, and is why I became a financial advisor.
This career allows me the opportunity to do what I love and what I’m passionate about. I want to work with people and help them pursue their goals, and I want to continue learning and working in an environment that provides new challenges and opportunities.
Why I Love What I Do
I’m passionate about helping others realize their dreams and enjoy working directly with people and learning what makes them tick. I also love solving puzzles. Every person’s financial situation is a unique puzzle, which makes coming to work every day and helping clients very fulfilling. I am enthusiastic about diving into the details of a problem and finding the best possible solution. I enjoy thinking outside of the box and being a resource for people. If I don’t immediately have the answer, I’ll find it.
I truly couldn’t be more grateful to get to do what I do. I’m finally in the right seat on the bus. While it took me a few stops along the way to get here, I know I am where I’m supposed to be.
So, that’s my story; now I would love to meet with you and hear yours. As you can tell, I’m a people person and love connecting with others, listening to their problems, and helping them find a solution.
At Elevate Wealth Management, our values and ethics drive our actions. Our mission is to provide transparent, comprehensive wealth management services to clients at all stages of their investment journey. If you are ready to take control of your financial future, reach out to us today. Schedule an introductory meeting by reaching out to us at email@example.com or 307.461.5550. We look forward to hearing from you!
Rob Johnson is a financial advisor at Elevate Wealth Management, an independent, fee-only wealth management firm serving young professionals, pre-retirees, and retirees in Sheridan, Wyoming, and surrounding areas.
With a passion for helping others achieve their goals, Rob is committed to working closely with clients to empower them to make the best financial decisions for their lives. Rob understands that every person faces unique circumstances when it comes to their financial future, so he will tailor his approach and recommendations to ensure clients feel confident about the direction they’re headed. Rob has an enthusiasm for customer service, which is apparent during every client interaction he has. Honesty and integrity are at the center of the advice and recommendations he gives, and he will work hard to build and maintain trust in every relationship.
Rob has a bachelor’s degree in economics and finance from Black Hills State University and is actively working towards his Certified Financial Planner (CFP®) designation. He is a Wyoming native who grew up at the foot of the Big Horn Mountains in beautiful Dayton, Wyoming. He believes strongly in giving back to the community that helped raise him by volunteering his time and serving as an active board member with various non-profit organizations in the area.
Rob and his wife Emma have two sons, Michael and Sammy, who are the lights of their lives. Rob has a passion for sports and is an avid golfer. During the warmer months of the year, there’s a good chance you’ll find him on the first tee. To learn more about Rob, connect with him on LinkedIn.
The views expressed represent the opinion of Frontier Asset Management. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Frontier Asset Management believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. The use of such sources does not constitute an endorsement. Frontier does not have an affiliation with any author, company or security noted within. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the Frontier Asset Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results.
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