Kathy Peterson has been leveraging her 20+ years of experience in the financial and retirement plan industry at Aldrich Wealth since 2019. Throughout her career, she has served as an investment advisor, education consultant, and as a plan administrator and fiduciary. Her experience working with thousands of participants as they plan for and reach their retirement goals is a career highlight and informs every aspect of her work.
She passionately works with plan sponsors and retirement plan committees helping them navigate the complex and ever-changing retirement plan landscape to design and maintain retirement plans that achieve both the organizations and employees' goals. She is a Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFATM) and an Accredited Investment Fiduciary (AIF®).
Kathy has been recognized by NAPA as one of the Top Women Advisor in the All-Stars category.