Alek Johnson

I’m Alek, and I’ve been an advisor with Peterson Wealth Advisors for almost five years. My journey into financial advising has been anything but linear. I’ve always known I wanted to help people in a meaningful way, but for a long time, I wasn’t sure what that would look like. During college, a close family friend passed away, leaving his wife overwhelmed and unsure how she would manage financially. Watching her struggle made me realize just how critical financial guidance is, and how deeply it can affect people’s lives.

That experience made financial planning deeply personal for me. It’s not just about building financial plans or optimizing numbers, it’s about building trust. I love when clients open up and share their goals, concerns, and values, and I get to translate that into a financial strategy that helps them live the life they want.

My philosophy is to give clients clarity and confidence about their retirement by making income planning simple, structured, and sustainable. This approach turns an overwhelming question, “Will I have enough?”, into a clear, step-by-step plan that’s flexible and easy to understand.

Every day brings a new challenge and a new conversation. I get to learn each client’s story, translate their goals into a plan, and watch the relief and excitement that comes when things finally “click.” That sense of making a difference, of giving people both peace of mind and possibility, is what gets me up and keeps me motivated every single day.

My favorite client story

One of my clients lost her husband to cancer at a very young age, totally unexpected. She had six kids, and no clear path forward on where income would come from, how to handle their current investments, or the life insurance payouts. She was left with so much confusion and financial uncertainty, on top of the grief and challenge of managing a family on her own. I helped her organize her financial life, give her peace of mind, and take all of the headache out of her financial plan.

My beautiful wife is in nurse practitioner school, and together, we’re raising two amazing little girls. I love all things sports and am very outdoorsy. I go boating, hiking, camping, and fishing as often as possible. I value family time and friendships that make me a better version of myself.