Proudly Protecting Over 27,000 Clients Across Our Country! 🇺🇸

Mike Peterson

Personal Background:
My wife, Jill, is the best partner I could’ve imagined and we have two great boys. Easton, 22, attends ASU and Cam, 20, lives on his own while working.
We have lived in Glendale, AZ since October of 2014 after living in Sioux Falls, SD for 11 years and Missoula, MT for 5 years
Our faith is an integral part of our lives and we are currently mentoring an Afghan SIV refugee through Lutheran Social Services and loving it!

Professional Background:
Education: Bachelor of Arts from South Dakota State, Majoring in Economics
Started my career in financial services in 2002 and am currently insurance licensed in AZ and WA.
Education: B.A. in Economics from South Dakota State
Investment registrations earned: Series 7 and Series 66
Acquired my RICP® designation in 2022

Personal Business Philosophy:
I am committed to helping clients protect their financial security and build on their financial goals as they plan for retirement. Leading with integrity and communication I strive to be a trusted advisor by recognizing clients’ needs and priorities as they change over time.

Certificates

What our clients have to say about working with us

Let's chat.

Send a Winning Email to Carrie