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.
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.
Brittany Carter
Client Concierge
Brittany has been with Utah Divorce Planning for over 6 months now. She handles all of the client scheduling, calls, and payments. Brittany assits the CDFAs with administrative work to help ensure clients have an enjoyable experience working with UDP.
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.
ADDRESS
1523 East Skyline Drive, Suite C
South Ogden, UT 84405
PHONE
FAX
office@utahdivorceplanning.com