LAKE OSWEGO, OR, November 4, 2025 – Aldrich Wealth, a registered investment advisor (RIA) with over $6.5 billion in assets under management (AUM), today announced Kathy Peterson, CPFA™, AIF®, CRPC®, Director of Corporate Retirement Plans, has been recognized by the National Association of Plan Advisors (NAPA) as one of the 2025 Top Women of Excellence for the third consecutive year.
“Kathy helps business owners and other retirement plan fiduciaries at their companies make informed decisions, empowering employers to strengthen retirement outcomes. She is very deserving of this award,” said Heather Wonderly, CPFA™, AIF®, President and CEO of Aldrich Wealth. “Her proven ability to help our client’s guide their employees’ financial futures with care and confidence exemplifies the standard of service we strive to deliver. It’s an honor to see her leadership recognized by NAPA once again.”
The NAPA Top Women of Excellence list honors distinguished professionals in the retirement plan industry, recognizing leadership, innovation, and commitment to client success. The recognition was determined by surveying more than 800 nominees on their experience, accomplishments, contributions to the industry, community involvement, and the state of workplace retirement plans.
Click here to view the 2025 Top Women of Excellence list in its entirety.
About Aldrich Wealth’s Corporate Retirement Plan Services
Aldrich Wealth’s Corporate Retirement Plans team partners with employers to design and manage retirement plan solutions that align with their organization’s goals and fiduciary responsibilities. The team provides investment management, fiduciary governance, recordkeeping consulting, participant education, and ongoing plan oversight to help companies and their employees achieve stronger financial outcomes.
