Peterson Wealth Advisors
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Becki Robinson

Becki Robinson

Client Relations Manager

becki@petersonwealth.com
Education
Brigham Young University, Bachelors in Communications, currently pursuing Master’s degree
Fun Fact
I established, licensed, and ran an adoption agency for 7 years.
Favorite Quote
“Spread love everywhere you go. Let no one ever come to you without leaving happier.” – Mother Theresa

Meet Becki

A short introduction, in their own words.

Hi, I’m Becki! I’m the Client Relations Manager at Peterson Wealth Advisors, which gives me the great pleasure of working closely with the families we serve. My goal is to be a trusted, familiar part of our clients’ lives and a key point of contact. Every day, I work to ensure a more personalized and supportive experience, manage day-to-day communications, and strive to provide clarity, confidence, and consistent support as clients navigate their financial journey.

My favorite thing about this role is building long-term relationships, getting to know each of our clients on a deeper level, understanding their lives beyond finances, and making sure you feel valued and heard. It’s my job to plan and execute our client events as well as create meaningful opportunities for connection outside of traditional financial appointments.

Over the last 7 years I’ve been with Peterson, it’s been incredibly rewarding to make lasting friendships with our clients. I love seeing them come into the office, sharing a hug, and getting the scoop on what’s new in their lives.

I have 8 amazing children with 5 incredible bonus kids. But the highlight of my life is my 11 (soon to be 12!) practically perfect grandchildren. Watching them grow and sharing their lives has brought unimaginable joy. My husband is a dream and together we love traveling, restoring vintage trailers, all things BYU, and spending every second we can with our kids.

I am privileged to serve on a board for an Orphanage in Haiti and recently completed many years of service on a Parent Advisory Board at Primary Children’s Hospital.

A few questions

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.

Ready for a conversation?

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