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Kathy Peterson - Email & Phone Number

Senior Retirement Plan Consultant at Aldrich Wealth

Kathy Peterson is based out of Portland, Oregon, United States and works at Aldrich Wealth as Senior Retirement Plan Consultant.

Kathy Peterson's Contact Information

Kathy Peterson's Work email
k*****@wealth***.com
Valid
Latest update
October 14, 2025
Location
Portland, Oregon, United States

Kathy's current employer

Aldrich Wealth logo

Aldrich Wealth

Description
Building wealth is not an easy skill to master. Certified wealth advisors with decades of experience are the best choice for your financi...
HQ Location
Lake Oswego, OR, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Kathy Peterson

What company is Kathy Peterson working for?
Kathy Peterson works for Aldrich Wealth.
What is Kathy Peterson's function at Aldrich Wealth?
Kathy Peterson is Senior Retirement Plan Consultant at Aldrich Wealth.
Where is Kathy Peterson based?
Kathy Peterson is based out of Portland, Oregon, United States.
What is Kathy Peterson's work email address?
Kathy Peterson's professional email address is k*****@wealth***.com
Who are Kathy Peterson's co-workers?
Kathy Peterson's colleagues are Scott Barchus, Darin Richards, Heather Wonderly, Chris Dyke, Neil Plein, Abbey Rollins, Tawny Ramones, Joanne Humphrey, Karen Price, Kayla Cook, Timothy Carkin, Taylor Hindle, Diana Burrows, Shirley McMillan, Justin Barchus, Nicole Rice, Tom Gilbers, Tyler Conroy, Meredith Scanlan, Clarissa Tawel, Isaiah Smith, Carl Pinkard, Shelby George, Kelsey Walker, Katelyn Schwartz, Kate Nutting, Grace Hornecker, Sydney Duimovich.
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Kathy's co-workers

Scott Barchus avatar
Scott Barchus
Principal and President
Darin Richards avatar
Darin Richards
CIO
Heather Wonderly avatar
Heather Wonderly
Partner + Director of Corporate Retirement Plans
Chris Dyke avatar
Chris Dyke
Director of Investments
Neil Plein avatar
Neil Plein
Lead Retirement Plan Consultant
Abbey Rollins avatar
Abbey Rollins
Lead Wealth Manager + Director of Financial Planning
Tawny Ramones avatar
Tawny Ramones
Director of Financial Planning
Joanne Humphrey avatar
Joanne Humphrey
Director
Karen Price avatar
Karen Price
Director Of Operations
Kayla Cook avatar
Kayla Cook
Lead Advisor
Timothy Carkin avatar
Timothy Carkin
Director Portfolio Management
Taylor Hindle avatar
Taylor Hindle
Wealth Manager
Diana Burrows avatar
Diana Burrows
Client Services Manager, Corporate Retirement Plans
Shirley McMillan avatar
Shirley McMillan
Chief Operating Officer
Justin Barchus avatar
Justin Barchus
Recordkeeping Specialist
Nicole Rice avatar
Nicole Rice
Partner at Aldrich Wealth, LP
Tom Gilbers avatar
Tom Gilbers
Financial Planner
Tyler Conroy avatar
Tyler Conroy
Financial Planner
Meredith Scanlan avatar
Meredith Scanlan
Private Wealth Tax Associate
Clarissa Tawel avatar
Clarissa Tawel
Senior Client Services Specialist, Family Office
Isaiah Smith avatar
Isaiah Smith
Wealth Manager
Carl Pinkard avatar
Carl Pinkard
Partner
Shelby George avatar
Shelby George
Client Service Associate
Kelsey Walker avatar
Kelsey Walker
Wealth Manager
Katelyn Schwartz avatar
Katelyn Schwartz
Wealth Manager
Kate Nutting avatar
Kate Nutting
Marketing Manager
Grace Hornecker avatar
Grace Hornecker
Investment Analyst
Sydney Duimovich avatar
Sydney Duimovich
Wealth Associate
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