Patti Peterson

Financial Advisor
702-979-3699

Check the background of this investment professional on FINRA's BrokerCheck.

Patti Peterson opened Desert Crest Financial of Nevada in 2009. With over 30 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 35 year resident of Nevada and believes firmly in giving back to the community. She helps at Friends of the Desert homeless outreach, does volunteer work with Ronald McDonald House, makes cards for various charities, and volunteers with her Church organization.   Patti is also currently serving on the Board of Directors for the American Lung Association, Nevada chapter.  

Patti has been married to her husband Clay for 42 years.  They have five children, four daughters-in-law, one son-in-law, and twelve perfect grandchildren.

Credentials

  • Life/Health Insurance Licenses
  • Series 7-General Securities Representative
  • Series 66-Uniform Registered Investment Advisor

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 CFP®

Financial Advisor
702-979-3699

Stuart received his B.S. degree in Mechanical Engineering from Utah State University in 2013 and proceeded to get licensed as an Investment Advisor shortly thereafter. Stuart overseas the day-to-day operations of the firm. He specializes in building financial plans and providing retirement cash flow analysis.  In 2018, Stuart earned his designation of Certified Financial Planner™ (CFP®), which requires advanced financial planning studies and adherence to a strict code of professional conduct. The CFP® designation is considered one of the most prestigious and sought after designations in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.  

When he’s not helping clients reach their financial goals, Stuart is usually spending time with his family or studying and staying current with economic and financial planning topics. Stuart was born in Arizona, raised in Utah, and now a Las Vegas transplant. Stuart loves talking sports, playing basketball, and attempting golf.

Credentials

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Life/Health Insurance Licenses
  • Series 7-General Securities Representative
  • Series 66-Uniform Registered Investment Advisor

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

Annette Davis

801-407-4741

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.