Desert Rose Capital Management, Inc.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Nathaniel is also a licensed life insurance agent with LWM Life. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice and portfolio management with a focus on exchange-traded options combined with conservative income-producing assets to manage portfolio risk. The firm also acts as an investment manager to a pooled vehicle purchasing permanent life insurance policies and provides ancillary financial advice including insurance, tax planning, and estate services.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Spencer Anderson is a Series 65-licensed financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. Prior to joining Desert Rose, he worked at Legacy Wealth Management LLC and served in the United States Army Reserves. He has also held roles with The Church of Jesus Christ of Latter-day Saints and Packaging Corporation of America. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and acts as a sub-advisor to other registered investment advisers. The firm focuses on combining exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it offers specialized strategies including private investment opportunities and management of a pooled investment vehicle focused on permanent life insurance policies.

Valerie Coffey is a financial advisor at Desert Rose Capital Management, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Charles Schwab Bank and Homestreet Bank. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it offers access to private investment opportunities and integrated reporting services.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.

Casey Mccurdy is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Redhawk Wealth Advisors, Fusion Capital Management, Aspen Creek Capital Management, and Appreciation Financial. In addition to his advisory role, he serves as a Field Vice President at Aspen Creek Capital Management, focusing on long-term planning through life insurance, annuities, and health insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and acts as a sub-advisor to other registered investment advisers. The firm emphasizes a core investment approach combining exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation.

Bo Brower is a financial advisor at Desert Rose Capital Management, Inc. in Lehi, Utah, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company and is involved with B&B Supplements and Corprotect, LLC. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering discretionary and non-discretionary portfolio management along with ancillary financial advice. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and potential market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies.

James Rippel is a financial advisor at Desert Rose Capital Management, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes ownership of Rippel and Associates, an insurance agency, as well as leadership roles in CHS Marketing, a telehealth distributor, and Rocket Wealth, an insurance agency. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage portfolio risk and participate in market appreciation, and it is notable for managing a pooled investment vehicle focused on permanent life insurance policies.

Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with experience since 2020, holding a Series 65 designation. Prior to joining Desert Rose Capital Management in 2025, she has worked at The Stafford Corporation and Brigham Young University, among other roles. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, with a focus on exchange-traded options and income-producing assets to balance risk and growth. The firm also manages private placements and a pooled investment vehicle that includes life insurance policy acquisitions and loan underwriting.

Drew Mc Curdy is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Aspen Creek Financial and Appreciation Financial. Outside of financial advising, he serves as an operations manager in the transportation industry. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage risk and pursue market appreciation, and it offers specialized services including sub-advisory roles and management of a pooled investment vehicle focused on permanent life insurance policies.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC, ForUsAll Advisors, LLC, and SigFig Wealth Management LLC. Outside of his advisory work, he operates a sole proprietorship involved in real estate sales and insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk, and it offers private investment opportunities alongside comprehensive financial planning services.