portrait of Kelly L Petersen

Focus Areas

  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Special Needs Financial Considerations

Personal Interests

  • Cooking
  • Genealogy
  • History and Museums
  • Podcasts
  • Antiquing

Team Members

  • Joan Caldwell
    Sr. Branch Office Administrator
  • Susan Moon
    Sr. Branch Office Administrator
  • Renna Diamond
    Branch Office Administrator

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