About Peterson Harris

Confidence Begins With Clarity 

Most financial advice can be louder than it is helpful. At Peterson Harris, we founded this firm to do the opposite—cut through the complexity, eliminate the noise, and help bring clarity to life’s biggest financial decisions.

Our PRINCIPLES

What we believe

Our philosophy is simple—and we live it in every client conversation:

Integrity first

We help you find the strategy that is right for you. No products. No pressure. Just advice rooted in what serves your goals best.

Loyalty always

We don’t disappear after the plan is built. We’re here as life evolves, making sure your strategy continues to evolve with it.

Simplicity at every step

If it’s not clear, we rework it. If it’s not coordinated, we fix it. Our job is to make things easier—not give you more to manage.

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Grandfather hugging a girl, grandmother watches. Another woman stands in the background near a sunny window.

Who we Help

We focus on helping individuals and families approaching retirement—typically age 50+—who want more than investment advice. They want a plan.


Whether you're a seasoned professional, a couple with competing goals, or someone seeking a second opinion after years of uncertainty, we help you move forward with confidence.

What you can expect working with us

Retirement income planning

Plain English, not industry jargon

Retirement income planning

Honest answers—even if it’s “not yet” or “not necessary”

Retirement income planning

Coordinated strategies across every part of your financial and retirement life

Retirement income planning

A relationship built on clarity, not confusion

Who We Are

Meet Our team

We’re not here to impress you with jargon or status. We’re here to earn your confidence with real answers and practical strategy.



Our team brings decades of experience across investment planning, tax minimization strategies, retirement income, and legacy design—all delivered with the clarity and care we’re known for.

Nick Peterson

Nick Peterson

President, Financial Advisor

Black closed envelope icon.
Al Harris

Al Harris

VP, Financial Advisor

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Nick Peterson

Chris Kat

Client Specialist

Nick Peterson

Andrew Goodwin

Client Specialist

Nick Peterson

Kristi Fitch

Client Success

Nick Peterson

Mariah Peterson

Office Manager

Nick Peterson

Nathan Crane

Operations Manager

Nick Peterson

Hannah Himmel-Maines

Scheduling Admin

Nick Peterson

Sheri Swift

Front Desk

Nick Peterson

Sherry Lowe

Front Desk

Nick Peterson

Let’s make your next step the simplest one.

We specialize in helping pre-retirees and retirees achieve a work-optional lifestyle with a clear, tailored strategy that delivers confidence—not chaos. Take the next step toward a better retirement by booking your call today!