Peterson & Klemens Wealth Management Group
About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Karen Klemens CFP®
First Vice President - Investments
Phone: 602.952.5144
Email: karen.klemens@wfadvisors.com
Karen C. Klemens, First Vice President-Investments & PIM Portfolio Manager is with Wells Fargo Advisors in our Phoenix, Arizona office. Focusing on investment planning, asset allocation and retirement planning for individuals, families, and pre-retirees, Karen is dedicated to helping her clients achieve their financial goals by understanding their needs, offering sound investment advice, and providing a level of personal service that exceeds expectations. She feels that building a long-lasting relationship with her clients is very important. Through updates and portfolio reviews, she can help you stay on top of your assets and in control of your future.
Backed by the vast resources of Wells Fargo Advisors, Karen assists her clients in designing a portfolio that balances risk, growth, and income and that is customized to help meet clients' goals. Karen has been with Wells Fargo Advisors and its predecessor firms since 1990. She earned her Bachelor of Arts degree from Eisenhower College in Seneca Falls, New York, and a Master of International Management (MIM) degree from the Thunderbird School of Global Management in Glendale, Arizona.
Karen holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She holds all other applicable securities registrations and insurance licenses required of a financial advisor. Reared in Syracuse, New York, Karen takes delight in her husband Peter and growing family, while also enjoying hiking, traveling and creating a home where all are welcome.
Areas of focus:
• Wealth management and preservation strategies
• Pre- and post-retirement planning
• Estate planning and trust services through Wells Fargo Advisors affiliates 1
• Retirement plans for individuals and small businesses
• Risk management strategies using annuities and life insurance2
Comprehensive investment planning:
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
1Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors, Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 Insurance and annuity products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License # 0F80140
Resident State AZ
CAR-1221-05141
Backed by the vast resources of Wells Fargo Advisors, Karen assists her clients in designing a portfolio that balances risk, growth, and income and that is customized to help meet clients' goals. Karen has been with Wells Fargo Advisors and its predecessor firms since 1990. She earned her Bachelor of Arts degree from Eisenhower College in Seneca Falls, New York, and a Master of International Management (MIM) degree from the Thunderbird School of Global Management in Glendale, Arizona.
Karen holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She holds all other applicable securities registrations and insurance licenses required of a financial advisor. Reared in Syracuse, New York, Karen takes delight in her husband Peter and growing family, while also enjoying hiking, traveling and creating a home where all are welcome.
Areas of focus:
• Wealth management and preservation strategies
• Pre- and post-retirement planning
• Estate planning and trust services through Wells Fargo Advisors affiliates 1
• Retirement plans for individuals and small businesses
• Risk management strategies using annuities and life insurance2
Comprehensive investment planning:
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
1Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors, Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 Insurance and annuity products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License # 0F80140
Resident State AZ
CAR-1221-05141
Joshua D. Peterson CFP®
Senior Vice President - Investments
Phone: 602.952.5105
Email: joshua.peterson@wfadvisors.com
When helping clients make smart financial decisions, Joshua Peterson draws on his experience working with some well-known names on Wall Street. After he graduated from the University of Arizona with a Bachelor of Arts degree in Economics, he started his financial services career as a regional sales representative with Deutsche Asset Management in Chicago. Since returning to Arizona, his professional experience includes working as a financial advisor at Piper Jaffray, RBC Dain Rauscher and Wachovia Securities which is now Wells Fargo Advisors. Josh moved his financial practice to the Phoenix office of Wells Fargo Advisors, in 2007. In addition to Series 6, 7, 31, 63 and 65 securities registrations, he holds applicable insurance licenses. He also holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate. In the community, Josh is currently on the board of Vitalyst Health Foundation and is a past president and board member of the Hon Kachina Council. He is also a former board member of the Men’s Arts Council. Josh enjoys fly fishing, hiking, mountain biking and spending time with his wife and children.
CA Insurance License # 0H56407
Resident State AZ
CAR 1221-02906
George Henderson CFP®, CIMA, CAIA, CWS
First Vice President - Investments
Phone: 602.952.5103
Email: george.henderson@wellsfargoadvisors.com
Kathi McNeil
Senior Registered Client Associate
Phone: 602.952.5124
Email: kathleen.mcneil@wfadvisors.com
Kathi McNeil, Sr. Registered Client Associate joined the team in January 2008. She has been in the industry for thirty five years, and has held several positions including Institutional Sales Administrator and Equities Trader. Kathi is securities registered and her experience and knowledge of the industry is extensive. She is originally from Boston, MA and lives in Glendale with her husband John where they are very active in their volunteer work for the American Legion and other veteran organizations.
CA Insurance License # OH45248
Resident State: AZ
CA Insurance License # OH45248
Resident State: AZ
Kristin Chadwick
Senior Registered Client Associate
Phone: 602.952.5133
Email: kristin.chadwick@wellsfargoadvisors.com
Kristin Chadwick, Senior Registered Client Associate for Peterson and Klemens Wealth Management Group of Wells Fargo Advisors. She works closely with Sr. Financial Advisors and their clients to help them build, manage, preserve and transition wealth through personalized investment management. Kristin’s emphasis with the team revolves around practice management, maintaining service standards, marketing, and processing related to estate investment planning.
With over 17 years in the financial services industry, Kristin has extensive experience working closely with high net worth individuals and families and with multi-faceted account structures. She joined the Peterson and Klemens Wealth Management Group in the fall of 2021, but has been working at Wells Fargo Advisors since 2005. She was named a Premier Client Associate in 2014-2019. The Wells Fargo Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Kristin was born and raised in Eugene, OR. She moved to Salt Lake City to attend the University of Utah on an athletic softball scholarship. She and her family recently relocated to Arizona in the summer of 2019. She received her B.A. in Sociology from University of Utah and holds her Series 7, and 66 securities registrations and Arizona insurance licenses.
Kristin lives in Gilbert, AZ with her husband and their 2 boys. She enjoys spending time with her family, reading books, listening to podcasts and traveling.
CA Insurance License #OH34901
Resident State: AZ
CAR-1221-03980
With over 17 years in the financial services industry, Kristin has extensive experience working closely with high net worth individuals and families and with multi-faceted account structures. She joined the Peterson and Klemens Wealth Management Group in the fall of 2021, but has been working at Wells Fargo Advisors since 2005. She was named a Premier Client Associate in 2014-2019. The Wells Fargo Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Kristin was born and raised in Eugene, OR. She moved to Salt Lake City to attend the University of Utah on an athletic softball scholarship. She and her family recently relocated to Arizona in the summer of 2019. She received her B.A. in Sociology from University of Utah and holds her Series 7, and 66 securities registrations and Arizona insurance licenses.
Kristin lives in Gilbert, AZ with her husband and their 2 boys. She enjoys spending time with her family, reading books, listening to podcasts and traveling.
CA Insurance License #OH34901
Resident State: AZ
CAR-1221-03980