facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Simplifying Managing Organizing

Your Financial Life

Get Started

Let’s Forge a Clear Path Forward

At Desert Crest, we focus on:

  • Helping women navigate life changes
  • Families who are caring for a loved one with special needs

While most people see their finances as a work in progress, our clients in particular come to us in complex, evolving circumstances. You want to be sure your finances can withstand and support your dynamic needs.

We can help.

Why Desert Crest?

Financial advice takes a mixture of art and science.

Let us leverage our expertise and advanced techniques to create a unique strategy that is personal to your goals and makes sense to you. We do this by offering...


2 Advisors—for Just 1 Fee

We’re Patti Peterson and Stuart Petty—a multigenerational duo collaborating and combining our strengths to best serve you as a team.

Full-Picture Guidance

By looking at every area of your finances, we create a plan for your money in which every element works in tandem towards your goals.

Personal Partnership

To us, being your advisor means supporting you as your life evolves, keeping your finances on track over time, and being your go-to call for your every financial question.

Who We Work With

While we serve a range of individuals and families, we specialize in working with the following:


Woman holding glasses while sitting in an office.

Women Experience Life Changes

Read More

Mom drawing with her kids in a living room.

Families with Special Needs

Read More


Sound Like You?

Schedule Time to Chat

Creating a Financial Strategy that Fits Your Life

Services we offer include the following:

  • Investment management
  • Social Security timing
  • Tax planning
  • Retirement planning
  • Insurance planning
  • Benefits planning
  • ABLE and Special Needs Trust planning

Meet Your Team


Patti Peterson

Patti Peterson, Founder

After spending the first two decades of my career working in institutional finance, I founded Desert Crest Financial. Our goal is to provide people with the kind of intimate, personalized and hands-on financial planning that makes a meaningful difference in their lives.

Read My Full Bio

Stuart Petty

Stuart Petty, CFP®, ChSNC®

As the lead financial planner, I see each individual and family we serve as an opportunity to creatively problem solve. By developing a strategic plan tailored to your needs and aspirations, we’re committed to replacing financial uncertainty with clarity and confidence.

Read My Full Bio



Seem Like We Could Be a Good Fit?

Whether you have a few questions or want to see if we’re right for you, we encourage you to reach out.

Schedule a Call with Us