Confidence to thrive.

We use our tools and experience to help you build a brighter retirement.

Our focus is simple

Your Retirement Simplified

Our Values

Everything we do is to help you have a Brighter Retirement. The techniques and processes we use maximize your ability to enjoy the next step.

Show Generosity

Generosity is more than a part of our mission- it’s ingrained in the way we work. Every one of us is generous with one another, with our time, with our knowledge, with our craft. 

Embrace Simplicity

We know that creating simple things is hard. At Brighter we fight back the complexity, sweat the details, and choose to deliver simple- yet- great experiences for our clients.

Act in Integrity

Integrity is the defining quality of our people and our work. Strive to do the right thing always, act truthfully and honorably, and be unafraid of being your true self.

Love like Family

Family isn’t just important, it’s what is most important. We treat our clients and our people with unrelenting respect, aiming to create a safe and supporting environment.

Our Partners

Alzheimer’s Association

We’re in the business of helping families build and preserve wealth. Alzheimer’s disease is a great threat to the health and wealth of our clients.

We support the Alzheimer’s Association because we refuse to stand idly by and watch this disease destroy the financial security and future hopes and dreams of the families that we serve. We want to raise awareness and financial support to accelerate the day when we find a cure for Alzheimer’s.

Join Us Brighter Connections

Retirement Consulting

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Educational Media

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Key People

The people that make a brighter retirement, your reality.

Devin Peterson, RICP®

President, Retirement Consultant

Amelia Carbine, RICP®

Retirement Consultant

Sara Grettum

Operation Manager

Holly Dollar

Administrative Assistant