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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
I grew up here in Prescott and attended Prescott High School, and I am deeply interested in helping individuals and families in the community where I live. My wife and I are expecting our first child this fall and are beyond happy about building our family and future here. I love to golf, play pickleball, mountain bike, serve alongside non-profits and take advantage of all the great activities that Prescott and Arizona has to offer. I went to school at W.P. Carey School of Business at Arizona State University where I graduated with two degrees; one degree in finance and the other in accounting. I have continued my education by earning my Certified Retirement Planning Counselor™ designation and also the CERTIFIED FINANCIAL PLANNER™ certification.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Mountain Biking
- Outdoor Enthusiast
Phone NumberDakoda L Peterson at (928) 443-9347
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