Nobody cares more about your money than you do.
But we like to think of ourselves as a close second!
Meet Your Hosts
TREY PETERSON
Retirement Planning Specialist
Trey is a Retirement Planning Specialist with Guardian Wealth Strategies and a Partner of All Things Financial. He and his business partner Yelisey have created a one-stop shop for those in and nearing retirement. Our mission is to help you: Retire once, Retire well.
Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his Master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership.
Trey’s background in wrestling, football and rugby taught him the value of hard work and doing things with excellence to create successful results.
Trey is also a director in his family’s nonprofit ministry that serves orphans and widows all around the world. Through this, he learned that he did not want to just do “business as usual,” but to do something that positively impacted people’s lives on a daily basis.
Trey’s role as director of education helps All Things Financial affect that change in the community by teaching adult education classes on topics such as Social Security, Taxes in Retirement, Estate Planning, Gifting Strategies and more.
Trey is a dedicated family man and spends much of his free time “doing life big” with his wife, Steph, and three young children, Cyrus, Taytum and Cruz. He enjoys serving with his family through local and international missions. Trey leads a local business mastermind, loves working out, traveling, playing and hiking with his German Shepherd dogs, and boating with his family on Lake Minnetonka.
YELISEY KUTS
Fiduciary Wealth Advisor
Yelisey is a Fiduciary Wealth Advisor with Guardian Wealth Strategies and a Partner of All Things Financial. He has a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey is also an educator. Since 2015, Yelisey has been teaching evening classes on a wide range of retirement topics.
When he’s not helping clients plan for retirement, he’s spending time with his wife, Alesya, and their three children, Abel, Grace, and Ari. He loves involving the entire family in various DIY projects around the house. Although not everyone in the Kuts household shares his enthusiasm for some of the more labor-intensive endeavors, they have also become wonderful bonding experiences. Health and fitness are also a priority. In addition to the children playing sports year-round, family workouts have also become quite routine. It’s not all work and no play, however. Yelisey grew up on the east coast and looks forward to his annual camping trip in the Adirondacks, weekend trips with his wife, and amusement parks with his family. Yelisey loves the outdoors and is continually planning their next adventure.
What We Provide
Integrated Financial Planning
Reaching your financial goals involves more than just a smart investment portfolio. You need financial professionals to coordinate all aspects of your retirement plan. Going beyond simple asset management, Guardian focuses on integrated financial planning—coordinating investments, taxes, estate planning and insurance—helping you achieve better outcomes.
Investment Management
Wealth Protection
Tax Strategies
Estate Planning
About Us
Who We Are
We provide an extensive level of knowledge and service in key areas concerning retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. We are a one-stop shop for all of your retirement needs. We have all the tools of a large firm, but we relate to our clients like a family business would.
Watch The Show Today!