I’m Trever Peterson, CRPC®, a fiduciary retirement advisor who’s been licensed since 2006. For nearly two decades, I’ve helped clients navigate the most important financial transitions of their lives—maximizing Social Security, planning strategic Roth conversions, rolling over 401(k)s, and making confident Medicare decisions.
But retirement planning isn’t just about numbers—it’s about relationships. I take the time to understand each client’s story, values, and goals so we can build a plan that truly fits. My approach is rooted in stewardship, not sales—offering clarity, independence, and a personalized roadmap that brings peace of mind.

Outside of work, I’ve been married for 28 years and am a proud dad to four kids and a grandpa to one. I recharge through motorcycle rides, golfing, fishing, and spending time with my family—especially when we’re outdoors and off the grid. Those moments remind me why I do what I do: to help others build a life that’s not just financially secure, but deeply fulfilling.