Tyler Petersen, CFP®

Regional Director, Partner

Salt Lake City, Utah

Las Vegas, Nevada

Contact Tyler

Tyler advises successful individuals, multigenerational families, and family offices on complex wealth planning. He helps clients navigate liquidity events, concentrated wealth, executive compensation, trusts, and multigenerational priorities. As Regional Director, he also supports advisor success and a high-quality client experience across the Utah region.
He earned a B.S. in Business Management from Brigham Young University and 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 and his work with accomplished clients.
His approach is highly coordinated and structured, aligning planning, tax, and estate considerations into clear roadmaps. He believes proactive communication and strong execution are essential to preserving and transitioning wealth.
He lives in Kaysville, Utah, with his wife, Sydney, and their four children. He enjoys volunteering, coaching youth sports, fly fishing, and camping. Family time is his favorite way to recharge.

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