Our Team

Billy Peterson

President, Utah Divorce Planning CDFA®, CFP®

Billy has been in the financial services industry since 1996 after a rewarding career as a jockey. He has worked for several notable firms and opened his own financial planning firm in 2009- Peterson Wealth Services Inc. He obtained his CDFA license in 2011 and began offering divorce financial consulting to individuals, couples and their legal advisors.  Billy has extensive experience in asset valuation and division analysis for complex estates and high net worth individuals. Helping divorcing couples find the solution that works best for them as well as their children is his priority and commitment. Billy resides in Morgan with his wife Heather and 5 children.

Shaun Peterson

Financial Advisor, CDFA®, CPWA®

For nearly a decade Shaun has been advising clients with some of their biggest transitions in life. Most of those transitions are cause for celebration- retirement, business sale or a new career path. However, there was one transition that frequently came up that wasn’t a cause for celebration, divorce. Shaun realized that this was one of the most difficult and frustrating time periods for someone. He wanted to help so he decided to obtain his CDFA and become a specialist for divorcing couples. Shaun has been assisting UDP clients create their divorce plan for the past three years. Shaun resides in Salt Lake City, UT with his wife, Kate and his twin daughters Quinn and Sloane.

Cade Peterson

Divorce Planning Associate

Cade has been in the financial services industry for over 3 years, He is currently pursuing the CDFA designation to work on divorce cases.  As Billy’s oldest son, Cade has always had a passion for investing, following the markets, and helping people make wise financial decisions. He intends to pursue a career in the financial services industry after he graduates, and hopes to follow in Billy’s footsteps to the best of his ability.

Maggie Pigg

Branch Administrator

Maggie graduated from Ohio Wesleyan University with a bachelor’s degree in psychology. She worked for a government consulting firm in the Washington, DC area for a few years, before making a big move out west to pursue the next step in her professional career. Maggie joined the Peterson Wealth Services team in the spring of 2015 and has enjoyed learning more about the financial industry.

As the Branch Administrator, Maggie supports the financial advisors in answering client inquiries, completing required paperwork, and providing excellent client service.

Maggie and her husband, Ben, currently live in Layton, UT with their energetic border collie, Ellie. When she is not working, Maggie enjoys working out at the local CrossFit gym, hiking with friends in the summer months, skiing with Ben in the winter months, and playing frisbee with Ellie all year round.

 

Emily Horrocks

Relationship Manager

Emily graduated with her bachelor’s from Brigham Young University, in Family Science, which has helped her have an in-depth understanding family relationships and dynamics. She finds fulfillment in helping couples work collaboratively to lessen the stresses of divorce. Her administrative assistant role is to collaborate with the CDFAs in analyzing assets and preparing reports for mediation. Outside of work, she enjoys cooking and gardening with her husband and children.

CONTACT DETAILS

ADDRESS

1523 East Skyline Drive, Suite C
South Ogden, UT 84405

EMAIL

office@utahdivorceplanning.com
CONTACT US
Get in touch with us and let’s discuss your situation. We can get you headed in the right direction with your divorce.

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