From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Joshua D. Peterson
- CFP
- Managing Director - Investments
- PIM Portfolio Manager
Joshua D. Peterson
- CFP
- Managing Director - Investments
- PIM Portfolio Manager
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 FINRA Series 6, 7, 31, 63 and 65 securities registrations, he holds applicable insurance licenses. He also holds his CERTIFIED FINANCIAL PLANNER™ 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
CA Insurance License # 0H56407
Resident State AZ
Contact
George Henderson
- CFP
- CIMA
- CAIA
- CWS
- First Vice President - Investments
George Henderson
- CFP
- CIMA
- CAIA
- CWS
- First Vice President - Investments
George is a First Vice President - Investment Officer with Peterson & Klemens Wealth Management Group of Wells Fargo Advisors in Phoenix, Arizona. His expertise lies in in-depth investment planning and business exit planning for business owners and uses that expertise and education to marry those plans with a bespoke investment portfolios; using individual equities, options and structure notes to help secure the long term goals of his clients.
After years of valuable Military Service from 2002 through 2014, as a Combat Engineer in the Army, George was deployed in support of Operations Iraqi Freedom and Enduring Freedom to conduct route clearance operations and later as a Liaison Officer (LNO). George was awarded a Bronze Star Medal and Combat Action Badge in 2005 for his actions outside of Baghdad, when his patrol came under direct and indirect enemy fire.
He successfully transitioned his military experience around leadership, processes, and operations to unlock the education that he received from the American Military University with a BA in Sociology. And with completion of the Yale School of Management Investment Theory & Practice program, earning his Certified Investment Management Analyst (CIMA®) designation. In addition, he is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA®), Certified Wealth Strategist (CWS®), and holds a Chartered Alternative Investment Analyst Charter (CAIA®).
Since 2020, George has been part of the Center for Financial Planning’s Scholarship Review Panel. George is a founding member of the Canyon State Business Alliance and a board member of the Black Maricopa Chamber of Commerce (BMCC). In 2023, George was a planning committee member for the Junior Achievement of Arizona’s Bottles for Biztown event that year. He has also been a guest speaker on financial literacy topics for organizations like Blacks Against Breast Cancer and the Black Maricopa Chamber of Commerce.
CA Insurance License #4106650, Resident State AZ
After years of valuable Military Service from 2002 through 2014, as a Combat Engineer in the Army, George was deployed in support of Operations Iraqi Freedom and Enduring Freedom to conduct route clearance operations and later as a Liaison Officer (LNO). George was awarded a Bronze Star Medal and Combat Action Badge in 2005 for his actions outside of Baghdad, when his patrol came under direct and indirect enemy fire.
He successfully transitioned his military experience around leadership, processes, and operations to unlock the education that he received from the American Military University with a BA in Sociology. And with completion of the Yale School of Management Investment Theory & Practice program, earning his Certified Investment Management Analyst (CIMA®) designation. In addition, he is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA®), Certified Wealth Strategist (CWS®), and holds a Chartered Alternative Investment Analyst Charter (CAIA®).
Since 2020, George has been part of the Center for Financial Planning’s Scholarship Review Panel. George is a founding member of the Canyon State Business Alliance and a board member of the Black Maricopa Chamber of Commerce (BMCC). In 2023, George was a planning committee member for the Junior Achievement of Arizona’s Bottles for Biztown event that year. He has also been a guest speaker on financial literacy topics for organizations like Blacks Against Breast Cancer and the Black Maricopa Chamber of Commerce.
CA Insurance License #4106650, Resident State AZ
Contact
Kristin Chadwick
- Senior Registered Client Associate
Kristin Chadwick
- Senior Registered Client Associate
Kristin Chadwick, Senior Registered Client Associate for Peterson and Klemens Wealth Management Group of Wells Fargo Advisors. She works closely with Senior 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 20 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 Wells Fargo Advisors Platinum Council Client Associate in 2014-2019. The Platinum Council Client Associate (previously Premier Client 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 FINRA 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
With over 20 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 Wells Fargo Advisors Platinum Council Client Associate in 2014-2019. The Platinum Council Client Associate (previously Premier Client 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 FINRA 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
Contact
Renita Miller
- Senior Client Associate
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