Meet the professionals who can help you pursue your goals.
The team behind Peterson Financial Group is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
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. 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.
Jared brings over seven years of financial services experience to the team at Peterson Financial Group. His areas of expertise are retirement income analysis and retirement distribution strategies, and he’s excited to use his knowledge working alongside Eric to help retirees and pre-retirees.
As a native of North Carolina and proud graduate of Appalachian State University, Jared is dedicated to helping central Iowans achieve their retirement goals.
While away from the office, Jared likes to be outdoors and at sporting events. Most importantly, however, he enjoys spending time with his wife, Nikki, and children, Caroline and Ike. They reside in Ankeny.
Kathleen H. Young
Director of Client Services
Director of Client Operations
Director of Case Planning
Chief Operating Officer
Director of Client Relations
Director of First Impressions
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.