Aldrich Wealth Appoints Kathy Peterson as Director of Corporate Retirement Plans
LAKE OSWEGO, OR., July 11, 2024—Aldrich Wealth, a registered investment advisor (RIA) with over $6B assets under management (AUM), announced today the appointment of Kathy Peterson as the Director of Corporate Retirement Plans.
In this new role, Kathy will leverage her more than 20 years of experience in the financial and retirement plan industry as she leads the team in navigating the intricate and evolving retirement plan landscape, ensuring the development and maintenance of clients’ corporate retirement plans meet the objectives of both the organization and its employees.
“During Kathy’s tenure with Aldrich Wealth, she has demonstrated all of our core values, fostered our team’s growth, helped lead our business development efforts, and contributed to our strategy and execution of our business plan,” said Heather Wonderly, Aldrich Wealth Partner and incoming CEO. “I am grateful for all of the ways she provides leadership to our firm.”
Kathy is a Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFATM) and an Accredited Investment Fiduciary (AIF®). She has been recognized by NAPA as one of the Top Women Advisor in the All-Stars category.
“As I step into this role, I am honored to guide our team as we continue to leverage our innovative and creative solutions to enhance the services we provide our clients and their employees,” said Kathy. “Helping our clients achieve their goals is what we do every single day, and I couldn’t ask for a better team of people to do it with.”
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s services weave together goal-based wealth management, financial and estate planning, and tax compliance and advisory. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors and Aldrich Capital.
