The Peterson Wealth Team
A team of 24 in Orem, Utah, built around one purpose: helping retirees turn a lifetime of savings into income that lasts.
Meet the Peterson Wealth Advisory Team
Our team is here for you, and your retirement, every step of the way.
Leadership
Scott M. Peterson, ChFC®
Founder & CEO
Jeffrey D. Lindsay, CFP®, CRPC
Partner & Senior Advisor
Alex P. Call, CFP®
Partner & Senior Advisor
Daniel M. Ruske, CFP®
Partner & Senior Advisor
Carson Johnson, MS®, CFP®, CRPC™, NSSA™
Partner & Senior Advisor
Alek Johnson, CFP®
Partner & Senior Advisor
Tyler Minson
Partner & Operations Manager
Advisors
Client service & operations
A 2-minute introduction of Peterson Wealth Advisors from our founder.
Within minutes of your first conversation, you’ll feel it.
Peterson is a place where you belong. We share your values: honesty, transparency, hard work, and genuine care for the people around us. That starts with the Perennial Income Model™, but it doesn’t end there. You’ll also experience:
Sales-free, objective guidance. We’re fee-only and we don’t sell products.
Comprehensive retirement support. Medicare, Social Security, tax planning, estate planning, and more.
Purpose-driven planning. We regularly help clients plan for charitable giving and Senior Missions.
Team-based service. A whole team is assigned to you, so an advisor who knows your goals is always available.
Fee-only and fiduciary
We’re legally and ethically bound to our clients’ best interests. As independent, fee-only CFP® professionals, we charge no commissions and keep costs transparent, so our interests stay aligned with yours.
Our story: 40 years of retirement planning
Scott Peterson founded Peterson Wealth after graduating from Brigham Young University. He believed every family should have objective guidance to retire without worrying about their savings running out.
Today, Peterson Wealth has a team of 24, including 10 CFP® professionals, managing $829.7 million across 1,988 accounts.
Ready for a conversation?
Schedule a call with one of our financial advisors.