LAKE OSWEGO, OR, November 14, 2024 – Aldrich Wealth, a registered investment advisor (RIA) with over $6.5B assets under management (AUM), today announced Kathy Peterson, Director of Corporate Retirement Plans, has been recognized by the National Association of Plan Advisors (NAPA) as one of the 2024 Top Women of Excellence for the second consecutive year.
The NAPA Top Women of Excellence list honors distinguished professionals in the retirement plan industry, recognizing leadership, innovation, and commitment to client success. The list was created by surveying more than 800 nominees on their experience, accomplishments, contributions to the industry, community involvement, and the state of workplace retirement plans.
“It’s an honor to be recognized amongst such an inspiring group of women in the retirement plan industry,” said Kathy. “This award is a testament to the incredible team at Aldrich Wealth and our unwavering dedication to providing exceptional service to our clients.”
This year marks Peterson’s first appearance in the esteemed Captains category, which celebrates principals, leaders, owners, and producing advisors dedicated to driving operational and business growth.
Click here to view the 2024 Top Women of Excellence list in its entirety.
About Aldrich
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.
