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Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence
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Aldrich Wealth Recognized as a Top CPA-Affiliated Firm by Accounting Today
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NAPA Recognizes Aldrich Wealth as a 2025 Top DC Advisor Team
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Nicole Rice Recognized by Forbes as a 2025 Top Women Wealth Advisor Best-In-State
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Portland Business Journal Names Aldrich Wealth in Oregon’s Most Admired Companies for 2024
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Casey McKillip Recognized by NAPA as a 2025 Top Retirement Plan Advisors Under 40
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Kathy Peterson Recognized by NAPA as a 2024 Top Women of Excellence
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Aldrich Wealth Recognized as 9th Largest Money Management Firm in Oregon + S.W. Washington by the Portland Business Journal
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Aldrich Wealth Appoints Kathy Peterson as Director of Corporate Retirement Plans
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Q+A with Kathy Peterson, CPFA™, AIF®, CRPC®
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Aldrich Wealth recognized in 9th consecutive year as a Top Firm by AUM, Accounting Today
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Aldrich Wealth Announces Heather Wonderly as Incoming CEO
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