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Doug Peterson, CFP®

Senior Manager, Financial Planning

Doug oversees Adams Wealth Advisors’ planning processes, facilitating collaboration across departments and providing comprehensive planning techniques for clients.

Doug has been with the firm since 2020, having previously spent several years with Fidelity Investments as a High Net Worth associate. He later transitioned into a Retirement specialist role, helping small business owners and self-employed individuals establish and manage their business retirement plans. He has worked at other financial firms across the Wasatch front and brings additional perspective and experience from across the financial industry.

Although he was born and raised in Helena, MT, Doug has many connections to Cache Valley. He and his wife, Arolyn, have both a son and a daughter. He enjoys the great outdoors (fishing, camping, hunting), watching sports, gardening, and is a USU Aggie fan.

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