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Simplifying Managing Organizing

Your Financial Life

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Planning with a Purpose.


At Desert Crest, we focus on:

  • Individuals nearing retirement, retirees, and Surviving Spouses
  • Retirement Income, Tax planning, and Investment Management
  • A plan for you to enjoy your money now and throughout your life
  • Answering your everyday financial questions

Why Desert Crest?

My number one goal is to help you enjoy the money you worked so hard to save.  Proper financial planning will help you enjoy your money throughout your lifetime.

2 Advisors, just 1 fee Henderson, NV Desert Crest Financial

CFP® Professional

Not all advisors are "certified" planners. A CERTIFIED FINANCIAL PLANNER™ comes with rigorous qualifications and promises to put you first.

Full-Practice Guidance Henderson, NV Desert Crest Financial

Full-Picture Guidance with a Purpose

Invest smart. Reduce taxes. Build a plan. Why? So that you can safely navigate your financial life while also creating experiences with those you love. 

Personal Partnership Henderson, NV Desert Crest Financial

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 Experience Life Changes Henderson, NV Desert Crest Financial

Experiencing Life Changes

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Families with Special Needs Henderson, NV Desert Crest Financial

Retiring Soon

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Sound Like You?

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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
  • Employee Benefits planning

Meet Your Planner

Patti Peterson Henderson, NV Desert Crest Financial

Stuart Petty, CFP®

Money can be intimidating. So let's talk. Often, if needed. Planning is an ongoing process. Let's get organized and simplify things as much as possible. 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