Peterson Wealth Management, LLC

Donald Peterson is a financial advisor at Peterson Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M.S. Howells & Co. and First Allied Advisory Services. Outside of his advisory role, he serves as an assistant coach for a youth travel hockey team in Reno, NV. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.

Jess Peterson is a financial advisor at Peterson Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M.S. Howells & Co. since 2018, alongside his role at Peterson Wealth Management beginning in 2017. Outside of finance, Peterson is a minority owner and general manager of Reno Ice Raiders LLC, a men's senior hockey league, and holds a minority interest in Battle Born Hockey School LLC, a hockey skills school. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning services. The firm employs a multi-method investment process and manages approximately $222 million in discretionary assets.

Andrew Peterson is a financial advisor at Peterson Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at M.S. Howells & Co. since 2020 and First Allied Securities, Inc. from 2018 to 2019. Outside of finance, Peterson is a minority owner and player of the Reno Ice Raiders hockey team and serves as head coach and minority owner of the Battle Born Hockey School. Peterson Wealth Management serves individual and high-net-worth clients, trusts, pension plans, and corporate entities, offering discretionary portfolio management and standalone financial planning. The firm employs a multi-method investment approach and manages approximately $222 million in discretionary assets.