- Designations
- Series 65, passed Certified Financial Planner(R) exam
- Education
- Utah Valley University, B.S. in Personal Financial Planning
- Fun Fact
- Played in the Intramural National Basketball Championship
- Favorite Quote
- “Wealth isn’t about having a private jet, it’s about not stressing when gas hits $5 a gallon.”
Meet Tom
A short introduction, in their own words.
Hi there, I’m Tom. While I just started at Peterson Wealth Advisors in early 2025, I like to say I’ve been financial planning my whole life. I distinctly remember buying my first piggy bank at age seven. I started investing when I was a teenager and absolutely loved learning about different stocks. The concept of using money to make more money fascinated me, and led me to Utah Valley University to study personal financial planning.
Now, as an associate advisor at Peterson Wealth Advisors, I enjoy getting to know each client’s story and helping them to make sure that story has a happy ending. The fact that I’m directly having a positive impact on the lives of so many people is incredibly gratifying. When working with clients, transparency is so important to me. I make sure to educate my clients on every recommendation I’m making, so they can walk into their retirement feeling confident, comfortable and informed.
My favorite client story
There are so many. I really wish every prospective client could get a look behind the scenes and see the amount of care and thought advisors give to each client. They’d be amazed! We are so deeply invested in the hopes and dreams of the families we serve. I often think that we’re just as happy as our clients when they reach their goals.
In my personal life, I love basketball, hiking, bowling, spending time with the family, $5 movie Tuesday, wake surfing, and backpacking. My family is very close-knit. I come from a family of 7 kids and I have 21 nieces and nephews and even one great niece!
A few questions
- What would you want a prospective client to know about Peterson Wealth Advisors?
- If potential clients could look behind the scenes at Peterson Wealth Advisors, they would be amazed at the amount of care and thought the advisors put into each client. At Peterson Wealth clients are not seen as an account needing management but rather as people with hopes, concerns, worries, and goals. Every member of Peterson Wealth is working as a team to help these people accomplish their dreams. I wish prospective clients could have the opportunity to fully understand how genuinely invested Peterson Wealth will be in helping them achieve their goals and reach financial peace of mind.
- What is your goal for every Peterson Wealth Advisors client?
- Simply put, my goal for every client at Peterson Wealth Advisors is to help them live as joyous of a life as possible. By reducing financial stress, developing a lasting trusted relationship, and helping clients to reach their goals. I hope to add more than just monetary value.
- What do you enjoy most about working with clients?
- I love building relationships with clients, hearing their stories, and then implementing financial strategies to make their stories even better. Every client brings a different set of puzzle pieces to the table, taking those pieces and creating a plan that is going to align with their dreams is where I find joy in my work.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.