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About Peterson Financial Group

We don’t have to tell you that men and women are different, but nowhere are the differences more clear than in the areas of money and finance. That’s why our Woman's Worth® program is here. We focus on working with women. We understand the emotional and even the physical health issues that women face when dealing with finances. And we can help.

Our range of financial services is offered in the context of each unique, individual woman we serve. Sometimes you need just the facts. Sometimes you’ll want someone to rejoice with. And sometimes you may need a shoulder to cry on. You will find all that and more at Woman’s Worth.®

We invite you to explore the services described on this site and make use of the information we offer. But most importantly, just know that we’re here. We can give you a renewed outlook on the life of the complete woman: mind, body, soul — and pocketbook. Your Financial Independence Awaits.®

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.