Salt Lake City, Utah Office

    3115 E Lion Lane
    STE 100
    Salt Lake City, UT 84121

    Phone: (801) 944-7702

    Fax: (801) 978-6209

    Meet Our Team
    Tyler Petersen

    Tyler Petersen, CFP®

    Regional Director, Partner

    Salt Lake City, Utah

    Las Vegas, Nevada
    Contact Tyler

    • Tyler Petersen is a trusted advisor to successful individuals, multi-generational families, and family offices, delivering integrated strategies for preserving, growing, and transitioning substantial wealth.

    • Collaborating closely with EP Wealth’s in-house advanced tax, estate, and investment specialists—as well as clients’ legal, tax, and business advisors—Tyler develops customized solutions to address the unique complexities of significant wealth. These often include navigating liquidity events, managing concentrated stock positions, optimizing executive compensation packages, structuring trusts, coordinating cross-border assets, and stewarding multi-generational wealth. Tyler’s team delivers a full spectrum of family office services—ranging from governance consulting, cash flow oversight, and bill pay to next-generation education, tax and accounting services, philanthropic and foundation management, lending, and trustee services—providing clients with a seamless and highly personalized wealth management experience.

    • As a Regional Director and Partner at EP Wealth, Tyler plays a key role in leading one of the firm’s largest regions—providing strategic direction, fostering advisor success, and ensuring an exceptional client experience. A graduate of Brigham Young University with a B.S. in Business Management, Tyler holds the CERTIFIED FINANCIAL PLANNER™ designation. In 2025, he was named to Forbes’ Best-In-State Top Next-Gen Wealth Advisors, recognizing both his leadership within the firm and his work with accomplished clients.

    • Tyler lives in Kaysville, Utah, with his wife, Sydney, and their four children. Outside of work, he enjoys time with his family, volunteering in his church, coaching youth sports, fly fishing, and camping.

    Disclosure

    2025 Forbes Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

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