Amy Peterson

Amy Peterson has more than 15 years’ experience in operations and administration, with 5 years’ financial industry experience. Working closely with advisors Stephen Eldridge and Eric Putney since 2025, she provides support for client transactions, processing of account requests, and all operations matters.

Amy has a BS in Business Administration and numerous certifications in Data Analytics and Project Management disciplines. She also holds her series 7, 9, 10 and 63 registrations through LPL Financial.