Laura-Peterson

Laura Peterson

CFP®, TEP, CIM®

Wealth Advisor

Laura joined our team in 2014 and has 17 years of experience in the securities and insurance industry.  Laura assists in all client service requests and administrative inquiries.  Her previous experience and client service skills ensures an exceptional client experience. Laura holds several professional designations including CIM® (Chartered Investment Manager), CERTIFIED FINANCIAL PLANNER® and TEP (Trust and Estate Practitioner).

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