Meet Your Team
Experience. Continuity. Connection.
A Team Build for the Long Term
Our team represents multiple generations, experiences, and specialties—so you’ll always have someone who knows your story.
Joshua D. Peterson, CFP
Managing Director - Investment Officer
PIM Portfolio Manager
Gerald L. Pera
Managing Director - Investments
PIM Portfolio Manager
George Henderson, CFP, CEPA, CIMA, CAIA, CWS
Senior Vice President - Investment Officer
Additional Resources*
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Our Credentials
We believe a team with elevated credentials signifies a higher level of expertise and knowledge, as these designations require rigorous coursework, challenging exams, and ongoing education. This advanced education can open doors to specialized roles, enabling our team members to offer you a broader range of wealth management solutions.
Joshua D. Peterson and George Henderson are CERTIFIED FINANCIAL PLANNER® professionals. To earn their CFP® certifications, they completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER® Board's initial and ongoing certification requirements.
Joshua D. Peterson and Gerald Pera are PIM® Portfolio Managers. As PIM® Portfolio Managers, they work to meet clients' specific investment goals through customized portfolio management. To become a PIM® portfolio manager, they met stringent criteria based on experience and expertise and act as a personal portfolio manager.
The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
George Henderson is a Fundamental Choice Portfolio Manager and has honed his skills in customized portfolio design and implementation geared toward your specific goals.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
George Henderson has earned the CIMA® certification. He is among a select group of professionals who have earned this internationally recognized credential. To earn the CIMA® certification, he completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement.
George Henderson has earned the CEPA® certification. This certification educates professional advisors on how they can support the success of business owners and help them maximize the value of their enterprise through a sale or transition on their terms.
As a Chartered Alternative Investment Analyst (CAIA®), George Henderson has the education and knowledge to manage, analyze or regulate venture capital, private equity, hedge funds, real estate and other alternative investments.
George Henderson is a Certified Wealth Strategist (CWS®) who has attained a higher level of education and training in investment planning. As the name suggests, a Certified Wealth Strategist specializes in working with high net-worth clients.