Robert works with individuals, families, and small business owners to bring clarity and confidence to their financial lives. He develops tailored strategies that address complex planning needs, with a particular focus on guiding successful professionals, including Deloitte Partners & Directors (DWealth), through important wealth management decisions. Drawing on 18 years of advisory experience, Robert combines institutional-level tools and resources with a disciplined, client-first approach to deliver the personalized service every client deserves.

Robert began his career in 2007 with Wells Fargo Investments and went on to hold senior roles within Wells Fargo Advisors and its Wealth Investment Management group. In 2025, he aligned with Legacy Wealth Management to focus exclusively on helping clients achieve their financial goals.

He holds a bachelor’s degree in Finance from Metropolitan State University and the Accredited Wealth Management Advisor (AWMA^®) designation. Robert is also in the process of completing the CERTIFIED FINANCIAL PLANNER^® certification, having already met the experience, education, and ethics requirements. These credentials have deepened his expertise in areas such as asset allocation, risk management, retirement and estate planning strategies, executive benefit planning, and investment taxation.

Active in the Denver community, Robert has served as a Troop Scoutmaster, continues to support the Greater Colorado Council, and is a member of the National Eagle Scout Association. He also volunteers with Douglas County as an emergency communications specialist (ARES) and hospital liaison at HCA HealthOne Skyridge.

Robert and his wife, Angela, live in Lone Tree with their son, Harrison, and two boxer pups, Frankie and Tatum. He enjoys golf, time outdoors, and watching Harrison in Colorado’s club lacrosse scene. Originally from Dallas, he is a lifelong and loyal Dallas Cowboys fan.

The Rothe family also founded Turnbuckle Distilling, a family-owned craft distillery in the Denver metro area, dedicated to producing high-quality spirits with authentic Colorado ingredients.