LAKE OSWEGO, OR, November 10, 2026 – The National Association of Plan Advisors (NAPA) has recognized Kathy Peterson, CPFA™, AIF®, CRPC®, Director of Corporate Retirement Plans at Aldrich Wealth, as one of its 2026 Top Women of Excellence list in the Captains category, marking her fourth consecutive year receiving the recognition.
“Kathy brings deep knowledge and a thoughtful approach to helping employers make informed retirement plan decisions,” said Heather Wonderly, CPFA™, AIF®, President and CEO of Aldrich Wealth. “Her commitment to clients and their employees reflects the level of service we strive to provide, and we’re pleased to see her recognized by NAPA for the fourth consecutive year.”
About Kathy Peterson
Kathy Peterson has more than 20 years of experience in the financial and retirement plan industry and has been with Aldrich Wealth since 2019. She works closely with plan sponsors and retirement plan committees to design and maintain retirement plans that support organizational and employee goals. Throughout her career, she has served as an investment advisor, education consultant, plan administrator, and fiduciary. Kathy holds the CRPC®, CPFA™, and AIF® designations.
About NAPA’s Top Women of Excellence Award
The NAPA Top Women of Excellence list recognizes professionals in the retirement plan industry for their leadership, accomplishments, and contributions to the industry. The Captains category recognizes principals, leaders, owners, and producing advisors focused on organizational and business growth. More than 800 nominees were surveyed on their experience, accomplishments, industry contributions, community involvement, and perspectives on workplace retirement plans.
For the NAPA Top Women of Excellence list, announced October 20, 2026, recipients were selected by a panel of judges based on quantitative and qualitative information submitted by nominees, including their professional experience, accomplishments, industry contributions, and other criteria. Kathy Peterson was recognized in the Captains category, which includes principals, leaders, owners, and producing advisors focused on organizational and business growth. Neither Aldrich Wealth nor Kathy Peterson paid any compensation to participate in or be considered for this award, including the use of the award logo.
Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee that a client or prospective client will experience a certain level of results. For additional information, please visit: https://www.napa-net.org/industry-content/accolades-home/napa-top-women-of-excellence/2026-napa-top-women-of-excellence/
National Association of Plan Advisors (NAPA): NAPA was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. For more information, please visit www.napa-net.org.
NAPA Top Women Advisors: The NAPA Top Women Advisors were selected from more than 600 nominees, who were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questions were then reviewed anonymously by a panel of judges. Selected women were honored in three separate categories: Captains (all-stars who happen to be principals, owners, or team captains of their organizations); All-Stars (top producers who have their own practice); and Rising Stars (top producers who have less than five years of experience with retirement plans as a financial advisor).
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, Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.
