- Education
- Utah State University, Bachelor in Business and Finance, minor in Economics
- Fun Fact
- Has served as a ward or stake finance clerk everywhere he’s lived for 25 years
- Favorite Quote
- “The joy we feel has little to do with the circumstances of our lives and everything to do with the focus of our lives.” – Russell M. Nelson
Meet Jeffrey
A short introduction, in their own words.
Hello, I’m Jeff. I’ve been with Peterson Wealth Advisors for 13 years, and in personal finance for more than 20. Every day, I get to work with clients and take uncertainty out of their futures, helping them move forward into retirement more confidently. It’s been an amazing way to spend my career.
When I was studying finance, my retirement planning class opened my eyes to the importance of financial planning. With that inspiration driving me forward, I met Scott Peterson at the perfect time. Together, we built out the Perennial Income Model™ to help people outlive their retirement savings. The PIM has so powerfully transformed the quality of retirement for our clients; I am proud to have been a part of bringing the model into reality.
I feel so lucky that my passion, financial planning, makes it possible for me to work with remarkable people every day and help them make better decisions than they would on their own. It’s a real privilege.
My favorite client story
We ran an analysis for a client who was a business owner and helped him find the right time to stop working and sell his part of the business. Figuring out the right timing wasn’t easy because of how the business was valued. However, he was able to exit at the right time for his situation and, at the same time, empower the next generation of business owners to take the reins successfully. I’m happy to report that the client enjoys a wonderful retirement, including Senior Missions and other meaningful experiences while he is still young enough to appreciate them.
I live in American Fork, Utah, and am happily married with five amazing children. I enjoy cycling, SCUBA diving, staying busy, and the arts. We’re regular patrons of the theater (both live and movie) and the symphony.
A few questions
- 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.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.