Becky is Peterson Wealth Advisor’s client relations manager. Her organization and personable presence ensure that our clients have a great experience. Her previous work as a client relations manager and owning her own adoption agency helps her to make every interaction with clients an excellent one.
Becky has eight children and three grandchildren. In her free time, she enjoys reading, being creative and building things.
We asked Becky:
What role do you play in creating an exceptional experience for Peterson Wealth Advisor clients?
I take care of client communications. When a client calls on the phone I am the first person they talk to. I plan client events, schedule appointments, and I keep our clients informed. My goal is always to leave people better than they were before and to make sure that their experience with Peterson Wealth Advisors is a great one.
What is one thing you would want a prospective client to know about Peterson Wealth Advisors?
Your questions and needs will be promptly taken care of. Our team approach ensures every client will receive exceptional service.