Michael Farnsworth
Operations Associate
Michael grew up in the San Diego area, but after moving to Utah in the 1990s and discovering the beautiful mountains, he knew he wanted to make Utah his home. Michael graduated from Utah State University with Bachelor of Arts degrees in History and Liberal Arts, along with a minor in the Classics (Latin and Greek).
Before joining Peterson Wealth Advisors, Michael spent 14 years with E*TRADE and Morgan Stanley, working primarily in the Tax, Retirement, Cost Basis, and Estate departments.
Michael’s nine grandchildren are the center of his life. They love taking trips together to Disney Parks in California and Florida, as well as exploring the many U.S. National Parks. He also enjoys gardening and spending time outdoors, there’s nothing better than exploring the beauty of the West.
A few questions
- What would you want a prospective client to know about Peterson Wealth Advisors?
- At Peterson Wealth Advisors, our Financial Advisors genuinely care about your well-being. They are committed to helping you achieve a secure and fulfilling retirement by creating personalized financial plans that are truly in your best interest.
- How does your role help the client experience?
- As a member of the Operations team, I help ensure that all client transactions, such as updates, distributions, and contributions, are processed as smoothly and efficiently as possible. My goal is to provide clients with a seamless experience so they can focus on their financial goals with confidence.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.