Providing the highest quality service for wealth management
Peterson Harris, Inc. is an innovative wealth management firm that serves a wide variety of individuals and entities.
Friendly
In an ever-changing market and business world, it is important to know that you have a high quality team of advisors on your side.
Competent
With a broad range of investments, Peterson Harris, Inc. can help put you back into the driver’s seat of your future.
Reliable
With over 20 years of combined experience. Peterson Harris, Inc will provide you with a service you can rely on.
No hassles, no guesswork.
To set an appointment, give us a call or fill out the contact form.
Experts at your service.
Nick Peterson
President, Financial Advisor
Nick started in the accounting field in 2003 working under a Certified Public Accountant. Then he worked as a staff accountant for a Toyota dealership, and later became the Senior Accountant for NP Accounting Services in 2006. Nick earned his Bachelor of Science in Accounting. He also is an Investment Advisor Representative with CoreCap Advisors, and holds a series 65 registration and insurance licenses in many states across the country. As president of Peterson Harris, Inc., he oversees the investment management of their clients.
For a pair of years, Nick worked with the non-profit CPA Plus Network and TLA (Tactical Leadership Alliance) and oversaw tax and advisory professionals in almost all 50 states. Nick was the department head of Strongbrook Financial from 2014-2017 and worked closely with DoneforyourealestateUSA. In that capacity he led a team of eight licensed advisors, of which included a Graduate-Level Studies Professor, Career Family Counselor, an Entrepreneur Specialist, a Business Consultant, a CPA, and an Estate Attorney.
His clients enjoy his laid-back objective optimism and holistic planning style. As a result, clients enjoy affiliating with Nick and feel confident in bringing up personal matters in addition to introducing friends and family. Nick Peterson is a family man and enjoys spending time with loved ones. His hobbies include OHV Riding, club airsoft, hiking, camping, and painting. Professionally, he finds satisfaction in helping others enjoy the blessings of financial confidence.
Al Harris
Vice President, Financial Advisor
Al was born and raised in Ohio and moved to Utah to be closer to his first love, mountain biking. He managed a bicycle shop while attending Utah Valley University's Woodbury School of Business and graduated first in his class with a bachelor's degree in Business Management and Finance, Entrepreneurship emphasis.
After college he spent five years at Reaction Data, a healthcare tech startup. He was brought in as an accountant and eventually came to oversee all company operations as COO and CFO, managing the platform and projects for a team of 12 employees, and leading capital raises of 1.3M dollars.
Al left Reaction Data to pursue his passion of investing and financial planning full time. In early 2021 he joined Nick as a partner in the newly rebranded Peterson Harris, Inc. He has over ten years of experience as a registered Investment Advisor Representative helping clients with trading, planning, and navigating their financial future.
His love of mountain biking is only exceeded by his love for his wife and five children.
Al's Phone Extension: 205
Kristi Fitch
Client Success
Kristi started working for Nick in 2014 in an administrative position. You will work with her as she collects your information to open and fund new accounts, process contributions/distributions, or make changes to your accounts.
Kristi's Phone Extension: 202
Anette Crowther
Office Manager
She joined our team 3 years ago. Among her many responsibilities required to keep the office running smoothly, she will be answering the phones and helping you when you come into the office.
Anette can be reached at:
801-224-7317
Mariah Peterson
Assistant Office Manager
She is in charge of Nick & Al’s calendar, scheduling appointments, and investment reviews. She will also assist you when you come to the office, work with you to make changes to your account and supports Kristi and Anette.
