Request an appointment
Eric Peterson

Here to act in your best interests

About me

For over three decades, I’ve had the pleasure of working with numerous clients to help them think through their financial goals and find unique solutions that help enable them to achieve the secure future they desire. Outside of work, I keep busy with my wife and five children. As a former professional tennis player, I love watching my kids enjoy the sport as much as I do.




Bachelor of Arts, Brigham Young University

Request an Appointment

Visit one of our Locations

Portland I - Portland

10500 SW Greenburg Road
Suite 200
Portland, OR 97223

Explore location

Portland II - Vancouver

203 SE Park Plaza Drive
Park Tower II, Suite 115
Vancouver, WA 98684

Explore location

Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning