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About Peterson Financial Group

Peterson Financial Group's mission is to provide each client and prospective client an unbiased evaluation of their core financial strategies to help ensure they are well aware of the risks as well as the potential rewards.  We believe people deserve to understand the financial road they are on and where their journey is leading them. It is our goal that each client is educated and clearly understands the positives and negatives of suitable alternatives to make better informed choices for themselves.  We focus on preservation of principal, income planning and income tax reduction to help increase the financial security of our clients.

Meet Our Team

Eric Peterson

Eric Peterson is an Investment Advisory Representative (IAR) and licensed insurance agent in 37 states. He has 20 years of experience in the investment and insurance industry and holds an MBA from Drake University. He is a member of Ed Slott's Elite IRA Advisory Group, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry.  

These credentials allow Eric Peterson to give broad investment advice in areas including, but not limited to stocks, bonds, mutual funds, annuities, life insurance, etc.  

On a personal note, Eric is a local resident and family man - has been married for 21 years and has two teenage children, Travis & Natalie.  He enjoys spending time with his family and cooking great meals for them and playing golf.  Eric is also a veteran of the U.S. Air Force, and his son, Travis, recently followed in his footsteps and joined U.S. Air Force and will be serving his country for the next six years.

Kristin Zellers

My name is Kristin Zellers. I am approaching my third year as the Director of First Impressions at Peterson Financial Group. My daily agenda is contacting clients and prospects, setting up appointments or phone reviews, creating and running reports, assisting our Marketing Coordinator Mackenzy with client events and seminars. Each day I greet clients as they come into our office for a meeting with Eric with fresh coffee and warm cookies.

I am currently attending school to get my Associate’s Degree in Business Administration at DMACC.

I recently became an Aunt for the first time and loving every minute of it. In my free time I enjoy relaxing and being outdoors. Summertime and fall are my favorite time of the year. I enjoy camping, boating, fishing, and of course Iowa Hawkeyes Football. My favorite past times are cooking and spending time with my family.

Jason Schlepphorst

Jason Schlepphorst joined the Peterson Financial Group team as an Associate Advisor in 2016.  He brings with him over fourteen years of experience in Financial Services and he is excited to continue his career alongside Eric, working with pre-retirees and retirees of Central Iowa.  His areas of expertise are Retirement Income Analysis and Retirement Distribution Strategies, and he will soon be a Retirement Income Certified Professional.

As a native of Des Moines and proud Roosevelt graduate, Jason is dedicated to helping Central Iowans achieve their retirement goals. After Roosevelt, Jason attended and graduated from the University of Iowa (Go Hawks!) in 2000 and moved back to the Des Moines area to begin his career.

While away from the office, Jason is an avid golfer and has enjoyed working for the PGA and their members to assist in their retirement planning. Along with golf, Jason loves to travel and ski the slopes of Colorado! Most importantly, however, he enjoys spending time with his wife, Jacki, and children, Caden and Mea. They currently reside in Indianola.

Investment Advisory Services offered through Peterson Financial Group, Inc., a Registered Investment Advisor.

Kathleen H Young

Aloha my name is Kathleen H. Young.  I am a native of Honolulu, Hawaii.  I have been with Peterson Financial Group since July 2010 as the Office Manager.  I assist Eric with running a professional office and have numerous roles as office manager.  I handle everything from client forms to process, client service questions all while making the day a little easier for the families we serve here at Peterson Financial Group. 

When not busy at work I enjoy relaxing and boating at Lake of the Ozarks with family and friends, being outdoors working in the garden and visiting my home in Honolulu, Hawaii.  I look forward to spending precious time with my parents, and my ohana.

Justine Young

Hi my name is Justine Young I have been working at Peterson Financial Group since January 2014 as an Administrative Assistant.  I recently moved back to Iowa last September with my two daughters.  My daily routine is to assist the Office Manager (my mom) with client service items and prepare for upcoming meetings with potential clients. 

While away from work, I am at home taking care of my four and two year old daughters, Faith and ChloeRose.  We like to pamper ourselves with Manicures by Mommy. My daughters and I enjoy playing outside, when it is warm of course! We also like to veg out with Disney movies and pretend to be princesses!

This has been my children’s first winter and it has been quite the adventure! Sledding for the first time was a blast for my oldest. It most definitely is a huge change from the sandy beaches of O’ahu!

Mackenzy Voltmer

Hello there, my name is Mackenzy Scrivner. I joined the Peterson Financial Group team in September 2013 as the Director of Marketing. I grew up just south of Des Moines in a little town called New Virginia (I-35 School District).  I then went to Wartburg College and graduated in 2010 with a Public Relations degree; I will forever take pride in being a Wartburg Knight! I have a background in communications, sales, marketing, client service and event planning. My time here at Peterson Financial will be used to find news way to promote our company and engage new individuals who may need our services, as well as use proven strategies already in use to further develop our marketing objectives.

While away from work, I enjoy spending time with my Husband, Eric.  We were married in October 2013, and married life is treating us well so far!  He owns his own video production business, Silver Shutter Productions here in West Des Moines. We enjoy going to movies, trying out new restaurants, spending time outdoors, and catching up with family and friends often. We look forward to getting our own home soon, so that we can finally get a puppy or two!

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@petersonfg.com or call us at
515-226-1500 today!

By contacting us you may be offered insurance and/or investment products for sale.