Adisen graduated from Westminster University in 2023 with a dual degree in Psychology and Sociology. After college, she worked at a mental health treatment facility as an Admissions Coordinator, where she supported individuals seeking care for PTSD and other mental health conditions. Adisen coordinated the intake process from start to finish, helping families navigate logistics while also getting to know them on a personal level during a vulnerable time. That experience taught her the importance of clarity, organization, and compassion when people are making big life decisions.
What drew Adisen into financial services was realizing how deeply connected money and emotional well-being really are. Financial stress impacts almost everyone at some point, and she saw an opportunity to help people in a proactive way by supporting stability and long-term security.
Adisen grew up in Draper, Utah and still loves being surrounded by the mountains. She is always looking for a new adventure, whether that means traveling somewhere new, trying something different, or simply making good memories with friends and family. In her downtime, you can usually find Adisen playing board or card games, getting competitive with video games, watching a good show, or line dancing whenever she can get the chance.
A few questions
- What would you want a prospective client to know about Peterson Wealth Advisors?
- I’d want prospective clients to know that this firm is intentional about how it serves people. What stood out to me is how much the team cares about doing what’s right for each client. When you work with Peterson Wealth, you’re not just getting a financial plan, you’re getting a team that wants you to feel secure and taken care of.
- How does your role help the client experience?
- My job is to make sure everything behind the scenes runs smoothly so clients never feel stressed about paperwork, transfers, or “what happens next.” With my background in mental health, I understand that money can feel emotional and overwhelming, especially when it represents your life’s work. I focus on making the process clear and organized so clients feel confident and supported the whole way through.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.