WHO WE ARE
We are excited to have Emily as the newest member of the Peterson Wealth Services team. She graduated with her Bachelor of Science from Brigham Young University. While she was raising her five children, she has always enjoyed staying busy outside the home. She selected the finance industry because she loves helping clients ensure their financial success, as well as getting to know them on a personal level.
As our Relationship Manager, she will be an intermediary between prospective and existing clients and the advisors. Creating a seamless onboarding experience of new clients, as well as taking care of any needs of our existing clients. We are excited to have her assist our office making sure that every client receives our first-class service.
In her free time, Emily enjoys being with her husband and children. Some of their favorite activities together include, cooking, gardening, and any active outside activity.
Phone: 801.475.4002 Ext.105
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive – Suite C
South Ogden, UT 84405
M - Th, 8:00am - 4:00pm
F, 8:00am - 2:30pm