Meet the professionals who can help you pursue your goals.

The team behind Peterson Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Eric Peterson

FOUNDER

As founder of Peterson Financial Group, Eric has dedicated more than 21 years of his life to educating and assisting retirees and pre-retirees of central Iowa on how to plan for and protect their financial future. An advocate for comprehensive financial and retirement planning, Eric ensures all components of a client’s financial affairs work in collaboration, producing the best possible outcome. He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where unnecessary money is “falling through the cracks.”

Eric is a Registered Financial Consultant, earned his MBA from Drake University and is a veteran of the United States Air Force. Eric was also featured in Forbes magazine’s 2014 Investment Guide as one of the Midwest’s most trusted and experienced financial leaders. In 2015, Eric published his first book, “Preparing for the Back Nine of Life – A Boomer’s Guide to Getting Retirement Ready.” You can find the book online at Amazon and Barnes & Noble retailers. He also hosts the “Retirement Ready” radio show from noon to 1 p.m. Sundays on WHO 1040 AM.

He is an instructor for the Financial Educators Network, which teaches financial education classes at 300 colleges and universities across the country. Eric is an active member of the Ed Slott Master Elite IRA Advisors Group. This year-round program, taught by Ed Slott himself, educates Eric continuously on IRA planning, distribution strategies and the highly specialized area of tax law.

When he isn’t helping clients, Eric enjoys spending time with his wife of 26 years, Teresa, and their two children, Travis and Natalie, cooking great meals for them and playing golf. They reside in Ankeny, Iowa, and are proud to have raised their family in that community.

Our Staff

Kathleen H. Young

Director of Client Services

Kristin Freeman

Director of First Impressions

Justine Young

Director of Case Planning

Jared Stines

Associate Advisor

Linda Richardson

Director of Operations & Marketing

Sara Pasma

Administrative Assistant

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Complimentary Consultation

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.

Or give us a call at 515-226-1500