CONNECT

Address:

50 So. Stephanie St. Ste. 102
Henderson, NV 89012

Phone:

702-979-3699

Fax/Other:

702-776-8450

Our Firm

Patti Peterson

 

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Patti Peterson opened Desert Crest Financial of Nevada in 2009. With over 27 years of experience, she has helped thousands of clients with retirement, estate, and investment planning.

Patti combines her years of experience in the institutional retirement market with the new and innovative independent client tools provided by Desert Crest Financial - a great relationship to foster the financial goals of clients.

Patti's career began with her work as an advisor with VALIC in 1989. During her 20 year career with that organization, she became a highly regarded advisor and educator. She traveled extensively conducting workshops and seminars throughout the country on a wide variety of topics.  Patti has been instrumental in developing presentations and educational material for clients, designed to make financial planning easier to understand. Some of her areas of expertise include State Retirement systems (PERS), Social Security Integration, Windfall Elimination Provisions, and Pension Plans.

Patti is a 32 year resident of Nevada and believes firmly in giving back to the community.  She spends some of her time within her immediate community helping Friends of the Desert homeless outreach, doing volunteer work with the Boy Scouts of America, the Clark County School District, and with her church organizations.  Patti is also currently serving on the Board of Directors for the Nevada Lung Association.

Patti has been married to her husband Clay for 40 years.  They have five children, three daughters-in-law, one son-in-law, and ten perfect grandchildren.

Patti Peterson is a registered representative (CRD#: 1962901, CA insurance license #: 0E95457) and investment advisor representative of Innovation Partners, LLC. Member FINRA/SIPC.

 

 

Stuart Petty

Registered Agent

702-979-3699

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Stuart received his B.S. degree in Mechanical Engineering from Utah State University in 2014 and proceeded to get licensed as an Investment Advisor shortly thereafter. Stuart and his wife, Susie, have their hands full with their first child born in 2016. He loves talking sports and enjoying the outdoors with family and friends.

Stuart Petty (CRD#: 6583189) is a registered representative and investment advisor of Innovation Partners, LLC. Member FINRA/SIPC.

 

 

Annette Davis

Client Relationships

702-979-3699

Annette Davis is a 17 year senior administrator in the financial services arena.  She brings her extensive knowledge of back office technology to Desert Crest Financial of Nevada.

She and her husband Russ have been married for 35 years.  They have four children, four in-laws and 9 grandchildren.  She is very musical and enjoys her family tremendously.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck