The Team

Allied Wealth Advisors

Our Advisors

Steven L Petersen

Steven L Petersen

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Small Business

Education

University of South Florida: B.A. Finance, 1982
CA Insurance #0D30178

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Jeffery Wallace

Jeffery Wallace

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Insurance
  • Tax Planning Strategies
  • Investments

Education

S.U.N.Y. Oswego: B.S. Marketing, 1995

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Mark Sutton

Mark Sutton

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

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Our Staff

Dawn Patrick

Dawn Patrick

Client Relationship Manager

Debbie Hamilton

Debbie Hamilton

Receptionist