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Orem, UT 84057
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We enable successful retirements.
A 2-minute introduction of Peterson Wealth Advisors from our founder.
Meet the Peterson Wealth Advisory Team
Our team is here for you, and your retirement, every step of the way.
Scott is the founder and principal investment advisor of Peterson Wealth Advisors. He graduated from Brigham Young University in 1986 and has since specialized in financial management for retirees. Scott has broken ground in the retirement planning industry as the architect of the Perennial Income Model™, a planning tool that helps retirees manage their investments throughout retirement. Scott is the author of Maximize Your Retirement Income and Plan on Living: The Retiree’s Guide to Lasting Income & Enduring Wealth. Scott is a regular presenter at BYU’s Education Week and speaks often at other seminars regarding financial decision-making at retirement.
Scott and his wife, Tracie, have five children. He enjoys serving his community in various civic and religious endeavors. Scott loves spending time with his family in the outdoors. They can be found boating in the summer or skiing in the winter.
What is your goal for every Peterson Wealth Advisors client?
I do not want clients to worry about money. I want them to know that they have a sound, intelligent, goal-based retirement plan that is designed to withstand the test of time. As we implement the plan and manage the details, we hope that clients can concentrate on enjoying their retirement and not be concerned about their finances.
What would you want a prospective client to know about Peterson Wealth Advisors?
We specialize in all retirement issues, therefore, we do more than just investments. We coordinate a total retirement plan for our clients and we help them stick with that plan throughout their retirement experience. We take care of our clients, this is not a once-and-done shop, we are in continual contact with our clients as we help them improve their lives.
What do you enjoy most about working with clients?
I got into this business because I like working with people and then I found that I really liked working with retirees. They have had money invested for decades prior to retiring and they have learned a thing or two from their experiences. I get a tremendous amount of satisfaction collaborating with clients as we consider their retirement income needs. Creating, implementing and then managing carefully crafted financial plans through the various stages of retirement is very gratifying.
How do you best help retirees?
I have seen a lot over the last three decades as I have helped numerous clients through almost every conceivable circumstance. Managing money during retirement is much more challenging than accumulating money for retirement. For accumulators, market volatility is your friend as you systematically contribute to a 401K. However, market volatility can be devastating when it comes to distributing retirement assets if investments are not allocated and distributed properly. Only a goal-based retirement income plan will provide you the results that you will need to maintain a lifetime of retirement income. Therefore, we have created the Perennial Income Model™ to help you reach your goals.
Jeff is a Certified Financial Planner™ professional and has also earned the Chartered Retirement Planning Counselor℠ certification from the College for Financial Planning. He holds a bachelor’s degree in Finance from Utah State University with a minor in Economics. Jeff’s passion for retirement planning began when he took a retirement planning course in college. He has been fascinated with retirement planning ever since. Jeff has been with Peterson Wealth Advisors for the past 10 years.
Jeff is happily married to his wife Becca and has five children. In his spare time, he enjoys cycling, scuba diving, and being involved in singing groups.
What would you want a prospective client to know about Peterson Wealth Advisors?
We are expert retirement income planners. We build a plan based upon a client’s goals and then we manage according to that plan. We take a disciplined approach to investing, we aren’t swayed by the news of the day and we don’t chase yesterday’s returns.
We work to understand a client’s needs, then we try to put ourselves in their place by thinking about what we would do if we were in their situation. If you are thinking about retiring or are retired, we are here to help.
What is your goal for every Peterson Wealth Advisors client?
The goal is to have a good plan for each client, for them to understand the plan and then to follow the plan throughout their retirement.
What do you enjoy about working with clients?
Every client has their own unique situation and circumstances. I love digging into the details with clients and understanding their financial life then adding value. I enjoy getting to know different people and working with them over a lifetime.
Alex Call is a Certified Financial Planner™ and graduated from Utah Valley University where he majored in Personal Financial Planning and minored in Finance. Before joining Peterson Wealth Advisors, Alex has been a financial advisor for almost 10 years between firms in Scottsdale, Arizona, and Lehi, Utah.
Alex is happily married to his wife Kimberly. They live in Vineyard, Utah, and have two boys that keep them busy and entertained. In his spare time, he enjoys being with his family, cheering on the Utah Jazz, running, biking, being in the outdoors, reading, and loves a good TV show.
What would you want a prospective client to know about Peterson Wealth Advisors?
We offer a common-sense approach to investing and retirement planning. We listen to our clients, then build a plan according to their goals and values. We don’t just look after our client’s investments, we are planners that manage every aspect of a client’s financial life – taxes, social security, charitable giving, and more. We are experts in retirement planning.
What is your goal for every Peterson Wealth Advisor client?
My goal for every client is for them to feel confident in their spending and finances so they can focus on the more important parts of retirement like fostering relationships and doing what they love.
What do you enjoy most about working with clients?
I’ve found that once a client knows they’ll have enough income to maintain their lifestyle in retirement, while keeping up with inflation, they’re able to more fully enjoy their retirement experience. Being able to help clients have this peace of mind with their finances, so they can focus on the more important things in life, is what I enjoy most.
Daniel is a Lead Financial Advisor at Peterson Wealth Advisors. He holds a master’s and bachelor’s degree in Financial Planning with a minor in Business Management from Utah Valley University. In March 2019 Daniel successfully passed the Certified Financial Planner™ designation exam. His passion for financial planning began growing in high school when he first took a personal finance class.
Daniel grew up in South Jordan, Utah, and currently lives in Vineyard, Utah with his wife Briana and two children. In his free time, he enjoys watching movies, cheering for the Utah Jazz, and traveling.
What would you want a prospective client to know about Peterson Wealth Advisors?
I would like each prospective client to understand the investment approach we take. We are not day traders, nor do we try to time the market. We use a proven diversified portfolio approach to grow accounts over time. We are also not limited to using specific funds nor are we compensated for funds we select. This allows us to choose the lowest cost and best performing investments for our clients.
It would also be helpful to know that Peterson Wealth Advisors specializes in helping individuals and families in and approaching retirement. Financial planning for retirees is our expertise.
What do you enjoy most about working with clients?
Every client has a unique situation consisting of different goals, dreams, and income desires. It is challenging yet rewarding to take each individual’s different situation and develop the best plan to help guide them through retirement.
Carson Johnson is a Certified Financial Planner™ professional at Peterson Wealth Advisors. Carson is also a National Social Security Advisor certificate holder, a Chartered Retirement Planning Counselor™, and holds a bachelor’s degree in Personal Financial Planning and a minor in Finance. Before joining Peterson Wealth Advisors, Carson was a financial advisor for Fidelity Investments where he specifically worked with their high-net-worth client group and college education planning team. Carson specializes in tax planning, charitable giving strategies, college planning, and retirement income planning.
Carson grew up in Ephraim, Utah, where he also attended Snow College for his first few years of college. He currently lives in Spanish Fork with his wife Shamri and their two kids, Emmett and Quinsley. Carson loves to stay active by playing sports (especially pickleball), being outdoors and traveling.
What would you want a prospective client to know about Peterson Wealth Advisors?
Although Peterson Wealth Advisors specializes in retirement income planning, we are Certified Financial Planners™ who help our clients in all facets of their financial lives including tax planning, charitable giving strategies, Social Security planning and more. We encourage any prospective clients to ask us about how our services may apply to their unique situation.
What is your goal for every Peterson Wealth Advisors client?
The goal for every Peterson Wealth Advisor client is to make sure that we understand their goals and then build a personalized financial plan to reach those goals. As our clients go through our planning process, we want to make sure that they feel heard, we simplify their financial lives, and that they receive an exceptional client experience.
What do you enjoy about working with clients?
What I enjoy most about my career is learning about each of our clients and formulating a plan to help them reach their goals. I have always loved people and been drawn to the stories and unique lives that our clients have lived. Because each client’s situation is so unique, it is fascinating to see how simple and straightforward financial planning strategies can apply differently to each client’s unique circumstance. Financial planning combines the satisfaction of building long-lasting relationships and truly helping families take steps to reach their financial goals.
Alek is one of our Certified Financial Planners® at Peterson Wealth Advisors. He graduated from Utah Valley University where he studied Accounting and Business Management. Alek also has earned his master’s degree in Financial Planning and Analytics from UVU.
Alek is happily married to his high school sweetheart, Ashlee. They live in Spanish Fork, UT with two little girls. Alek played collegiate basketball at Utah State University before wrapping up his undergraduate degree at UVU. Raised in Evanston, Wyoming, Alek is an avid outdoorsman. In his spare time, he loves camping, boating, skiing, and fishing. Alek is a self-proclaimed sports junkie and a devout Utah Jazz fan.
What would you want a prospective client to know about Peterson Wealth Advisors?
Peterson Wealth values every client relationship. We want to have a great relationship with our clients just as much as a client wants a good relationship with their advisors. We take the time to get to know our clients and focus on helping them achieve their goals. We meet with our clients regularly to ensure their questions are being answered.
What is your goal for every Peterson Wealth Advisor client?
I want to take the stress out of finances when it comes to our clients. Throughout retirement, there are much more important things to be focused on than the ins and outs of finances. I want my clients to enjoy doing what they love most and spend their money confidently knowing that they have a plan in place that meets their needs.
Becki is Peterson Wealth Advisor’s client relations manager. Her organization and personable presence ensure that clients have a great experience. Becki graduated from Brigham Young University and holds a communications degree. Her previous work as a client relations manager and owning her own adoption agency helps her to make every interaction with clients an excellent one.
Becki is happily married to Kurt. Becki has eight children and eight grandchildren. In her free time, she enjoys reading, being creative, quilting, and building things.
What would you want a prospective client to know about Peterson Wealth Advisors?
Your questions and needs will be promptly taken care of. Our team approach ensures every client will receive exceptional service.
What role do you play in creating an exceptional experience for Peterson Wealth Advisor clients?
I take care of client communications. When a client calls on the phone I am the first person they talk to. I plan client events, schedule appointments, and keep our clients informed. My goal is always to leave people better than they were before and to make sure that their experience with Peterson Wealth Advisors is a great one.
Lara is the Office Manager at Peterson Wealth Advisors. Her previous experience working as an office manager helps Peterson Wealth Advisors stay organized and on top of daily tasks. Lara grew up in South Jordan, Utah, and attended Bingham high school.
She spent the majority of her time raising her family in Evanston, Wyoming. Lara is the proud mother of four children and six grandchildren. She currently resides in Spanish Fork, Utah. In her free time, Lara enjoys spending time with friends and family and enjoying anything outdoors.
What would you want a prospective client to know about Peterson Wealth Advisors?
At Peterson Wealth Advisors, we work hard to create a welcoming and positive experience for our clients. We hope to help each client meet their future financial goals.
How does your role help the client experience?
My goal in creating an exceptional experience for clients at Peterson Wealth Advisors is to implement an efficient and seamless process allowing us to keep the process simple yet maintain a high degree of quality.
Lindsey is on our marketing team at Peterson Wealth Advisors. Lindsey graduated from Brigham Young University with a degree in Journalism and Political Strategy. Before joining Peterson Wealth, Lindsey worked in the news industry for a few years. In her free time, Lindsey enjoys skiing, camping, boating, four-wheeling, and spending time with her husband and baby boy.
What would you want a prospective client to know about Peterson Wealth Advisors?
Everyone here truly cares about creating a great experience for our clients. From the advisors to the marketing team, to the operations team, everyone is on the same page to ensure every single client receives exceptional service.
What role do you play in creating an exceptional experience for Peterson Wealth Advisor clients?
A big part of my role in marketing is helping produce our webinars, blogs, and other content. I love working with the advisors to create quality, informative, and helpful content that serves anyone who is looking to retire or is retired.
Everett joined Peterson Wealth Advisors after he graduated from Southern Utah University where he earned his bachelor’s of Marketing as well as his Master’s of Business Administration. Everett previously worked as a marketing assistant for Southern Utah University athletics.
Everett is from Monticello, Utah, and in his free time, he likes to cheer for the Utah Jazz, BYU Cougars, play pickleball/racquetball, and watch Survivor.
How does your role help the client experience?
Working in marketing, my role is to help prospective clients receive content in different forms that showcase how the advisors at Peterson Wealth can best help them with their retirement.
What would you want a prospective client to know about Peterson Wealth Advisors?
Peterson Wealth Advisors is filled with great personnel, specifically advisors who are dedicated to helping you create a unique plan that fits you and your needs.
Josh is one of our Associate Advisors at Peterson Wealth. Josh graduated from Utah Valley University in 2022 with a degree in Personal Financial Planning. Josh is an Accredited Financial Counselor and is working on achieving his Certified Financial Planner designation. Josh is married to his wife Taylor and they love spending time with their dog, Louie. Josh also enjoys being with his family, fly fishing, and watching football.
What would you want a prospective client to know about Peterson Wealth Advisors?
We truly care about our clients. No two clients are the same and we make sure we understand all of our client’s goals and dreams for retirement.
What do you enjoy about working with clients?
I love getting to know people and building strong friendships. I love learning about their life story, their goals, and dreams and creating a plan to help make that happen. It’s great to help people in such meaningful ways.
Kaden Waters is a Certified Financial Planner™ at Peterson Wealth Advisors. He graduated Summa Cum Laude from Southern Utah University with a bachelor’s degree in Finance. He went on to complete a master’s degree in Finance with an emphasis on Financial Planning from Purdue University Global. Prior to joining Peterson Wealth Advisors, Kaden spent eight years at Fidelity Investments. He loves to help people understand financial topics, specifically with planning, and enjoys guiding people to make the best financial decisions.
Kaden grew up in Richfield, UT where he met his wife, Amanda. They have five children and have settled in Lehi, UT. In his free time, he enjoys playing board games, pickleball, and supporting his favorite sports teams (BYU and the Utah Jazz).
What would I want a perspective client to know about Peterson Wealth?
We are Fiduciary advisors. What this means is that we are not paid commissions or incentivized to recommend any specific product or solution. Without those potential conflicts of interest, you can trust that what we recommend is truly in your best interest. We will help you set up a plan to help you maintain your lifestyle, achieve your retirement goals, and give you peace of mind knowing you will not outlive your savings. Our team will be at your side to help you make any adjustments to your plan as things change.
What do you enjoy about working with clients?
Through my education and experience, I have acquired a lot of knowledge in the field of Personal Finance. I love explaining things to people in a way that they can understand so that they understand the why as well as what I am recommending. I know my parents, like most retirees, did not have a full grasp of the things to be cautious about and the best ways to proceed when they transitioned into retirement. I want to help others avoid potential pitfalls so that they can minimize taxes, increase their investments, and live their dreams.
Zach is an Associate Advisor at Peterson Wealth Advisors. Zach graduated from Utah Valley University with his bachelor’s in Personal Financial Planning in 2022. Zach previously worked for an investment firm as their Director of Client Services.
Zach is happily married to his wife Alyse, and they have a two-year-old son Joey. They currently reside in Eagle Mountain, UT. Zach loves to spend his time outdoors hunting and fishing. He also enjoys playing basketball and golfing.
What would you want a prospective client to know about Peterson Wealth Advisors?
Our clients are always our top priority. We always do our best to make sure our client’s goals are met and that they have a great experience on their journey through retirement and life.
What do you enjoy about working with clients?
I love building relationships with every client that walks through our door. Every client has different goals and a new story to tell, and that makes every client interaction enjoyable.
Tyler is our Operations Manager where he oversees the day-to-day investment trades and client account operations. Tyler has a degree in Business Administration. Previous to joining Peterson Wealth, Tyler worked in the financial industry at E*Trade and Morgan Stanley and led the development of several new departments, and implemented dozens of policies and procedures to improve quality and efficiency.
Tyler enjoys gardening, cooking, listening to audiobooks, and spending time with his family. He also likes to hike, camp, and playing card games. Tyler is married to Lisa and together have five children that keep them very busy between their soccer and basketball games, concerts, and academic events.
How does your role help the client experience?
We strive to be adaptable and responsive to our clients’ needs by understanding that every client’s situation and needs are different. Having a Kaizen mindset; continuing to improve and create efficient and seamless processes, allows us to focus on building confidence by making the process as simple as possible while maintaining a high degree of quality and attention to detail. In short, building trust by providing consistent high-quality service.
What would you want a prospective client to know about Peterson Wealth Advisors?
At Peterson Wealth we care for each client. It’s part of our culture and drives our actions. I feel what we have is exceptionally rare, especially in the finance industry. We prioritize our clients and their financial well-being while establishing an enjoyable work/life balance. I really enjoy coming into the office every day.
Sarah is a part of our operations team. Sarah joined Peterson Wealth Advisors after graduating from Southern Utah University in 2021 where she earned her degree in Business Management. Sarah’s desire to make business processes run as efficiently as possible makes her a valuable part of the Peterson Wealth Team.
Sarah grew up in Cedaredge, Colorado. In her free time, she loves yoga, playing tennis, reading, and hiking.
What would you want a prospective client to know about Peterson Wealth Advisors?
You are in good hands at Peterson Wealth Advisors. We have talented financial advisors and support staff dedicated to maximizing your retirement income.
How does your role help the client experience?
My role in the operations department is key to making sure processes run as efficiently as possible in order to provide quick and effective service for our clients.
Piper is a part of our operations team and is currently wrapping up her degree in Nutritional Science at Brigham Young University. Piper’s experience as a receptionist, as well as her attention to detail, make her valuable to the Peterson Wealth team.
Piper is from Surprise, Arizona and she enjoys baking, traveling, hiking, boating, and spending time with her family in her free time.
How does your role help the client experience?
My role helps the client experience by ensuring processes and the behind-the-scenes work runs as smoothly and exactly as possible.
What would you want a prospective client to know about Peterson Wealth Advisors?
I want prospective clients to know that they are in the best of hands here at Peterson Wealth. Every employee exemplifies important qualities that ensure our clients feel at peace with where their money is. We are here to aid our clients in any way possible and hope it is apparent as you work with us here at Peterson Wealth!
Jacob is a dynamic professional, originally from Rexburg, Idaho, with a passion for delivering exceptional customer experiences. He recently made a career transition from the hospitality industry to the financial industry because of his desire to explore new challenges and broaden his skill set. Jacob is a great addition to the Peterson team as he brings a skill set of managing operations, ensuring smooth workflows, and maintaining high standards of service. His attention to detail and focus on delivering quality outcomes have contributed to his success so far within the financial industry.
Jacob currently resides in Orem, Utah with his wife Kadie. In his free time, Jacob enjoys creating videos for YouTube and camping.
What would you want a prospective client to know about Peterson Wealth Advisors?
For prospective clients, I would like them to know they always come first at Peterson Wealth Advisors. We are here for their benefit and they will always be our utmost priority.
How does your role help the client experience?
As an operations specialist, my role directly impacts the client experience in several ways. Firstly, I am responsible for ensuring smooth and efficient operations within the organization. This means that I help optimize processes, streamline workflows, and eliminate any bottlenecks or inefficiencies that may hinder the client experience.