Nicole Roberts

Nicole strives to be a beacon of clarity for individuals faced with the immense challenge of managing their family’s wealth after the loss of a spouse. As a financial planner for widows and the host of the “”He’s Gone But the Money’s Not”” podcast, she collaborates with real estate, legal, tax, and estate professionals to guide widows into the next stage of life and build a solid foundation for their future. 

Having made many significant life and professional decisions as a single person before marrying later, Nicole feels a deep connection with women who must plan independently. She believes this empathy enhances her effectiveness as a financial advisor for divorced, single, or widowed women. 

Before joining Rock House Financial in 2017, Nicole gained experience in portfolio management, and worked Fidelity Investments in trading and annuities and then Waddell & Reed. She joined Wealth Enhancement in 2024.  

Nicole attributes her strong work ethic to her parents and her upbringing on a potato farm in Idaho. She enjoys biking, and snowboarding in the mountains. Nicole lives in Kaysville, Utah, with her husband, Allyn, who works in cybersecurity, their young sons, Coen and Ander, and their pugs, Link and Alby.