SHAUN PETERSON- Senior VP of Wealth Management
Investment Advisor Representative
Certified Private Wealth Advisor ®
Certified Divorce Financial Analyst ®
Licenses held: Series 66
Shaun graduated from Utah State University with a bachelor’s degree in Finance. Shaun has been working with our clients since 2011. He helps them determine which planning strategies are best suited to achieve their goals. Whether he is helping clients with basic investment consulting or more advanced planning goals like wealth transfer, wealth preservation or comprehensive goal planning, Shaun is dedicated to getting the job done.
Shaun holds the CPWA (Certified Private Wealth Advisor) which is a designation designed for advisors who help high net-worth individuals and families navigate their unique financial, estate and tax issues.
Shaun also holds the CDFA (Certified Divorce Financial Analyst). Shaun helps his clients deal with the complex financial matters that can arise during the divorce process.
Having grown up in Morgan, UT working on the family farm, Shaun understands the importance of hard work and applies that basic principle to every client situation. Taking the time to fully understand his client’s goals and outlining a plan to help them achieve those goals is his top priority.
Shaun and his wife, Kate, currently reside in Salt Lake City, UT with their twin girls Quinn and Sloane and their Frenchton, Darla. When he isn’t at work Shaun enjoys golf, CrossFit, skiing and spending time at their family cabin.
