- Designations
- Series 65
- Education
- Northwest College, B.A.S. in Professional Studies
- Fun Fact
- She grew up in a town of 250 (most of them relatives), and once flew an airplane for a few minutes.
- Favorite Quote
- “The greatest good you can do for another is not just to share your riches, but to reveal to him his own.” – Brigham Young.
Meet Kristen
A short introduction, in their own words.
Hi, I’m Kristen, and I’ve been an associate advisor with Peterson Wealth for 2 years.
From a young age, my parents helped me learn the value of money through hard work. In high school, one of my teachers shared what a profound impact a good financial advisor had made in his life. That’s when I decided to become one myself. From my first meeting with a client, I realized even “simple” concepts, like compound growth or qualified charitable distributions, can be a major eye-opener for people. When I read Scott Peterson’s book Plan on Living, and met with the lead advisors at Peterson Wealth, I knew this is where I wanted to spend the rest of my career.
Working with clients isn’t just business. Sure, I absolutely love it when a financial plan or tax planning works perfectly. But even more, I love building long-term friendships with the families I work with, hearing about their travels, getting to know their families, and watching them focus on what matters most to them. Every client deserves a plan that is both practical and personal, and I want everyone I work with to feel comfortable and confident in their plan and know that our recommendations align with their best interests.
My favorite client story
Recently we worked with a client who had been a diligent saver, consistently contributing to Roth accounts throughout his career. He was used to being in the 22% tax bracket. By carefully designing a retirement income strategy, we were able to keep him in the 12% bracket throughout retirement. Today, he and his spouse are enjoying the lifestyle they dreamed of with the confidence that their plan is both sustainable and tax-efficient.
I love spending quality time with family. Growing up in Wyoming, I have a great love for the outdoors and especially the mountains. I love fly-fishing, hiking, hunting, skiing, boating, and shooting my shotgun and .22 pistol. Travel and exploring new places are ongoing passions, as is teaching primary-age children alongside my husband in our church ward.
A few questions
- What do you enjoy about working with clients?
- I enjoy building relationships with clients, learning about their unique perspectives and experiences, and assisting the lead advisor in making an individualized and common-sense plan to help clients reach their goals. There is a lot of satisfaction in helping someone achieve their dreams and create a legacy!
- What would you want a prospective client to know about Peterson Wealth Advisors?
- I want prospective clients to know that we are a qualified team that truly has our client’s best interests at heart. We work together so we can ensure you are getting the best service possible as you navigate the road through retirement.
- What is your goal for every Peterson Wealth Advisors client?
- My goal is for every client to feel confident with their advisor and their investment plan so they can focus on enjoying retirement!
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.