Elizabeth Peterson, Neighbor

I have a passion for my clients succeeding. I grew up a military dependent so learned quickly how to become a good friend and listener. I have over 21 years experience helping to provide financial services, with ten years in investments & financial planning. Seattle University is where I earned my financial planning certification. I sat for the CFP® exam and obtained my designation September 2006. This professional mark is indicative of those who have attained a higher education degree, have passed a rigorous exam, have met a minimum experience requirement and – most importantly – agree to embrace and adhere to a body of governing rules and standards, notably CFP® Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

I believe a balanced life is the essence of happiness. As such, I’m dedicated to helping my community be a better place to live and work. I serve as board member of Team Survivor Northwest, fund-raise and volunteer for the Bonney Lake Food Bank.

In my spare time, I enjoy attending hockey, football, and baseball games as well as participating in outdoor activities and finally maintaining my physical fitness.