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About Us

2 Advisors, 1 Fee

We like to think of our work as both an art and a science. Like most things, successful financial planning is about balance. It requires an understanding of who you are—your desires, values and life goals—coupled with strong technical analysis of your situation and options. 

At Desert Crest, we believe this balance is best achieved by collaborating as a team for every single client. This also helps us best understand and support you because we bring two diverse perspectives (male and female, and multi-generational) and sets of strengths in order to truly blend art and science.

Let us create a dynamic financial plan that works for your life journey—and be your dedicated partner along the way.


Patti Peterson Photo
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Patti Peterson

Founder
Patti Peterson

Patti Peterson

Founder

Email: ppeterson@desertcrestfinancial.com
Phone: 702-979-3699

Schedule a Time to Talk with Me

Showing people what’s possible in their lives is something I’m deeply passionate about. By working closely with my clients, I seek to understand what it is they want to accomplish and how we can make that vision a reality through financial planning. It is extremely rewarding to watch my clients find happiness and confidence in their financial future through our process together. 

With over three decades of experience in the industry, I bring a unique combination of advising and educating in both the institutional and personal finance sect. I spent the first 20 years of my career as a captive agent with VALIC and traveled extensively conducting workshops and seminars throughout the country on a wide variety of topics.

In 2009, I founded Desert Crest Financial, where I combine my years of experience in the institutional retirement market with our firm’s new and innovative independent client tools. As a team, Stuart and I are committed to partnering directly with our clients to achieve their goals. We look forward to building many more close and enduring relationships with the individuals and families we serve.

When I’m not working, I enjoy spending time with my five children and twelve perfect grandchildren as well as traveling to new, adventurous places.

Registrations & Licenses

  • Series 65
  • Series 7
  • Life & annuities license

Affiliations

  • Primary Children’s Hospital, Board of Directors
Stuart Petty, CFP®,  ChSNC® Photo
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Stuart Petty, CFP®, ChSNC®

Lead Financial Planner
Stuart Petty

Stuart Petty, CFP®, ChSNC®

Lead Financial Planner

Email: spetty@desertcrestfinancial.com

Schedule a Time to Talk with Me

Helping people get on the right track is at the core of what I do as a financial planner. By applying my love for problem-solving, I help my clients create a strategy that works for their unique circumstances and aligns with their life goals. The most rewarding part of my job is when an individual gains peace of mind and confidence in their current and future financial situation. 

I discovered my love for finance after taking a personal finance class in college at Utah State University. I read through the entire textbook before the class had actually started and organized a small group of friends to regularly meet and discuss different financial topics. After graduating with a bachelor’s degree in mechanical engineering, I went on to do research and development as an engineer at Bridgestone. 

Outside of work, you can find me spending time with my wife and our two kids, traveling, watching the NBA, and perfecting my Tiger Woods fist pump while attempting to golf. I also enjoy volunteering with various youth programs, covering topics like personal responsibility, outdoor adventures and financial literacy. 

Registrations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Chartered Special Needs Consultant® (ChSNC®)
  • Series 7
  • Series 66
  • Life & disability insurance licenses

Affiliations

  • Academy of Special Needs Planners

The Academy of Special Needs Planners