Bobby spent 18 years at Goldman Sachs Private Wealth managing complex strategies for ultra-high-net-worth families before founding Mountain Goat Wealth Management in 2025. He left Wall Street with one goal: bring the same institutional discipline to families on Main Street who deserve it just as much. As Founder and Chief Compliance Officer, Bobby sets the strategic direction of the firm and works directly with clients on comprehensive wealth management. His reputation as a natural teacher means clients always understand the why behind every decision — not just the what. Outside the office, Bobby can be found mountain biking the Wasatch trails, fly fishing, or trail running.
Cade has spent 5 years as a data analyst, a background that explains the precision and detailed diligence he applies to every client relationship. He excels at translating complex financial anxieties into clear, actionable plans, and clients consistently describe his communication as thoughtful and easy to understand. Cade is passionate about helping younger professionals build the financial foundation that sets up every future decade for success. Outside the office, he is likely trail running, on the golf course, or cycling.
Michael has spent years as a consultant managing oilfield remediation budgets and complex risk assessments. That experience guides the calm, methodical approach he now applies to wealth management. Based in Houston, Michael serves Mountain Goat's Texas clients with the same organized discipline he brought to large-scale environmental projects. He has a particular focus on helping clients in the energy industry navigate the unique financial complexities of their careers. Outside the office, Michael enjoys hiking, disc golf, and camping with his family.