TAKE CONTROL of YOUR FINANCIAL FUTURE

About Peterson Financial Group

As an independent financial advisory firm, we take our role as your fiduciary very seriously. One size does not fit all, and we seek to fully understand your individual needs and goals, and then custom tailor a plan to meet them.  Retirement is a journey, and we partner with our valued clients both throughout their financial future and that of their loved ones. With a unique focus on capital preservation, we utilize the best suited tools in the industry to help achieve your finanical goals.  Combining income planning, institutional wealth management and estate planning strategies, we are dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of your life.

Meet Our Team


 

Eric Peterson

Eric founded Peterson Financial Group to be a full-service financial advisory firm dedicated to cutting-edge strategies and practical core values in an effort to provide valued clientele with sound financial strategies for retirement.  Eric is a Registered Financial Consultant (RFC), and an active member of the Ed Slott Elite IRA Advisors Group.  This year-round program, taught by Ed Slott himself, educates Eric continuously on IRA planning, distribution strategies and current tax laws -- a highly specialized area.

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 holds an MBA from Drake University, and is also a veteran of the U.S. Air Force. His son, Travis, recently followed in his footsteps and joined the U.S. Air Force and will be serving his country for the next six years.

Tamara Smith

Tamara Smith joined the Peterson Financial Group team as an Associate Advisor in October 2016. She brings with her over twenty years of experience in the Financial Services industry working with a prominent local company, Principal Financial Group.  Tamara is excited to continue her career alongside Eric and the team at Peterson Financial Group, working with pre-retirees and retirees of Central Iowa. Her areas of expertise are Retirement Income Analysis and Retirement Distribution Strategies. Tamara is passionate about helping individuals develop strategies to take control of their financial future and achieve their goals – whatever they may be.

Tamara was born and raised on a farm in Northwest Iowa in the town of Hull. After high school she moved to Des Moines, Iowa to attend the American Institute of Business and obtained her Associates Degree in Business Administration/Accounting. She later went on to attend and graduate from Simpson Collage in Indianola, Iowa with a Bachelor Degree in Management / Emphasis Marketing. 

Tamara enjoys volunteering and giving back to the community. She has volunteered with Big Brothers and Big Sisters, Habitat for Humanity, Junior Achievement, and was in charge of the South Dakota American Diabetes Association Tour de Cure. In addition, she enjoys volunteering at church and her kids’ schools. 

While away from the office, Tamara enjoys spending quality time with her husband, Chad, and their children, Meghan and Asheton. She also enjoys spending quality time with friends and family, time at Lake Ponderosa, golfing, and vacations! Tamara and her family currently reside in Waukee.

Kathy 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.

Kristin Zellers

Hello, my name is Kristin Zellers. I have been the Director of First Impressions at Peterson Financial Group since May 2011. I am the friendly voice that answers the phone, and the first smile our clients and staff see when they walk in the door. I support my team in many aspects of daily tasks as well as assisting our Director of Marketing, Mackenzy, with client events and seminars. Each day I make sure your visit to Peterson Financial Group is just as memorable as the first by greeting you with a fresh cup of coffee and warm cookies.

I am currently taking night classes at DMACC to get my Associate’s Degree in Business Administration and I will be graduating in Spring 2017. I am in my third year of being a volunteer for Susan G. Komen Breast Cancer Foundation. I help set up entertainment along the race course for the organization’s annual events. In my spare time, I can be found camping, boating, or at an Iowa Hawkeye football game. My favorite things are enjoying the outdoors, cooking, and spending time with my family.

Mackenzy Scrivner

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 Group is used to find new ways 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, and our families. We were married in October 2013. 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. In December 2015, we were thrilled to be able to move “back home” to St. Charles. We have a fun little acreage that we are constantly finding new projects for. We also enjoy our two border collie pups, Cash and Millie, and are excited to add a new little bundle of joy to our world in April 2017!

 

Justine Young

Hi my name is Justine Young, I have been working at Peterson Financial Group since January 2014 as Director of Case Planning. My daily routine is to prepare for upcoming meetings with potential clients and assist Eric and the Office Manager (my mom) with client service items.

While away from work, I am at home taking care of my daughters, Faith and ChloeRose. We like to spend a lot of time with family and friends. 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!

I am still adjusting to the seasonal changes of Iowa! It most definitely is a huge change from the sandy beaches of O’ahu!

Kourtney Utterson

My name is Kourtney Utterson. I joined Peterson Financial Group in May 2016 as an Administrative Assistant. I work part-time assisting the team in a multitude of tasks such as fielding phone calls, greeting clients, scheduling appointments, and re-organizing our data and filing systems.

I am a recent graduate from Iowa State University with my Bachelors of Science in Kinesiology and Health; and I am currently attending Des Moines University for my Masters of Health Care Administration. As I am gearing up for a career in the health field, it is great to get administrative experience here at Peterson Financial Group.

Outside of work and school work, I enjoy being outdoors, boating, camping, running, biking, or swimming. I love traveling to new states, relaxing, and watching movies cuddled up on the couch with my boyfriend and our German Shephard, Thor. I enjoy spending time with my family and friends, as life is short and everything changes in the blink of an eye!

 


To schedule a time to discuss your financial future, 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.