If you spent more time last year planning your vacation than planning your retirement, now is the time to take action.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a financial advisor in 2007, opening the firm’s first branch office in Alpine, Utah. I was invited to become a limited partner with the firm in 2015.
Prior to coming to Edward Jones, I was an assistant professor at the University of Colorado in Boulder. My educational background includes a bachelor's degree from Arizona State University, a master's degree from the University of Colorado and post graduate work at the Juilliard School in New York City. In addition, I received the AAMS® professional designation in 2011.
My spouse, Missy, and I have four daughters and make our home in Cedar Hills. When I am not at work, I am actively engaged in my family, community and church. In my limited free time, I enjoy, golf, music and travel.
My branch office administrator, Susan Wagstaff, has been with me for five years. She is dedicated to providing the highest level of service possible. She is available to answer any questions concerning your statement, dividends, stock certificates or your account in general. Susan is very engaged in her community as a church volunteer.
I chose to come to Edward Jones because, at Edward Jones, we put the client first. We have thousands of people and advanced technology engaged for the sole purpose of helping you reach your long-term financial goals. Reach out to us today for a free consultation.
My Personal Interests
- Personal Fitness
- Spending Time with Family
Office Address15 East 200 North
Alpine, UT 84004 opens in a new window
Phone NumberCurt D Peterson at (801) 492-4810
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More