Personal & Straightforward Service
Brought to You by a Team of Loyal Confidants

Grow & Protect Your Wealth

With Us by Your Side

Helping you navigate your finances is our mission, meaning we’ve strived to simplify the financial lives of our clients for over 30 years. We take a personal approach because that’s what we were founded on. As a fiduciary and family business, we extend to you the same kind of true-blue sincerity that we’ve fostered among our family and team here at Peterson Wealth.

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Meet Your Team

D. Scott Peterson

Investment Advisor Representative / Principal

Scott began his career in 1987 with Edward Jones. In 2004, he left Edward Jones to form his own independent firm, Peterson Wealth Management. He holds multiple certifications and individual awards for his service to clients and their needs. He has the Series 6, 7, 63, 66 and 24 securities licenses, as well as life, and health insurance licenses. He is a Registered Representative (RR) with M.S. Howell's & Co, and an Investment Advisor Representative (IAR) for Peterson Wealth Management. He serves as Principal and is the founder of Peterson Wealth Management.

Scott graduated from Gustavus Adolphus college in Minnesota with a B.S. in American History and Political Science. In addition he holds an M.A. in American History from Indiana University in Bloomington. This extensive knowledge in American History, plus years of experience in fundamental and technical securities analysis, allows him to guide clients through the financial market’s ups and downs. Using this background, he constructs investment models tailored to an individual client’s investment objectives, timeframes and goals.

Jess Peterson

Investment Advisor Representative

Jess graduated from the University of Nevada, Reno in December 2009 and joined Peterson Wealth Management in June 2010. He is a vital part of Peterson Wealth Management and helps with client education as well as helping his own clients develop strategies to work toward building wealth and pursuing a comfortable retirement. Jess also helps wealth managers with succession planning and managing their retirement plans when they decide to exit the industry.

In his free time, Jess enjoys running in the various events around Northern Nevada as well as racing motorsports around the country. He also enjoys going up to Tahoe and playing hockey as well as participating in tournaments.

Andrew Peterson

Investment Advisor Representative

Andrew graduated with a BA from Gustavus Adolphus College in St. Peter, Minnesota in 2013. While home during the summers, Andrew worked as an administrative assistant at Peterson Wealth Management. After graduating, Andrew chose to continue his hockey career in Europe by playing five years of professional hockey in Sweden.

He returned stateside in December 2017 to join the firm full time. Andrew assists Jess and Scott in developing investment strategies to help clients build wealth and in striving to achieve their retirement goals and dreams. In his free time, Andrew still enjoys closely following his alma mater in hockey. He also spends a lot of time practicing and training in Muay Thai at local gyms in Reno.

Andrew enjoys interacting with clients and building strong relationships while helping guide them through the financial investing process.

Robert Clark

Emeritus Advisor

Bob retired after spending over 25 years in the financial services industry. We like to call him our Emeritus Advisor because he still visits the office to catch up with many of his long-time clients. Bob started his investment career in 1986 when he joined MetLife Insurance Company. He continued there until 1995 when Edward Jones recruited him to help build a business in Fallon, NV. After building an impressive business over seven years, Bob chose to go independent in 2002. Working with his wife Toni, he created Clark Financial Group.

During his 25+ years, he held multiple certificates and won several individual awards for his service to his clients and their needs. In addition to applicable securities registrations and insurance licenses that he held, Bob graduated in 1980 from Montana State University in Bozeman, MT. In his free time Bob likes to trap shoot, fish, and travel with his wife and dog.

Bob Clark retired from the financial services industry in 2016.

Cindy Peterson

Branch Office Manager

Cindy Peterson was born in Illinois and raised in Minnesota. She joined the family firm in 2011 after 30+ years as a legal assistant/paralegal. She currently acts as office manager working remotely while attending William Mitchell College of Law in St. Paul, Minnesota.

In her spare time, she enjoys reading, needlework, church activities, and volunteering for the Nevada Humane Society.

Joanne Iori

Branch Office Assistant

Joanne Iori is from Sparks and came to Peterson Wealth Management as Office Assistant after a long career in customer service, having operated her own bakery, working for a local interior design firm, a local petroleum company, and many other service-oriented companies. Joanne will usually be your first point of contact at Peterson Wealth Management and will do her utmost to assist you.

Kirstie Kourim

Branch Office Assistant

Kirstie Kourim was born in Escondido, CA and grew up in Las Vegas, NV. She worked as a paralegal for 10 years in personal injury, family, criminal, bankruptcy, mining, and corporate law which provided her with excellent organizational and time management skills. She now resides in Fallon, NV and is the Executive Administrative Assistant to Robert J. Clark. She is an avid reader, a movie buff and loves to crochet in her spare time.

Tiffany Peterson

Branch Office Assistant

Tiffany Peterson was born in Montana and raised in Nevada. She joined the family firm in 2016 after holding various managerial positions in the gaming industry. She graduated from the University of Nevada Reno in 2005 and before that she attended Bishop Manogue. In her spare time, she enjoys her horses as well as attending and competing in reining competitions all across the Western United States.

Personal & Straightforward Service Brought to You by a Team of Loyal Confidants

Grow & Protect Your Wealth

With Us by Your Side

Interested in Working With Us?

Meet Your Team

Personal & Straightforward Service
Brought to You by a Team of Loyal Confidants