WHO WE ARE

Kacey Peterson 2016 Bio Photo

KACEY LISH

Business Development Coordinator

Phone: 801.475.4002 Ext. 105


Kacey is the Business Development Coordinator for the Peterson Wealth Services team. She assists in opening new accounts and working with new client information. In this capacity, she serves as an onboarding associate, creating mapping profiles, wealth management assessments and action items. She also focuses on marketing efforts like seminars and client appreciation events. Kacey manages the PWS website and blog, constantly keeping clients updated with new information.

Outside the office she loves spending time with her four children, Cassidee, Peyton, Ryder and Gunnar. She tries to make it to the CrossFit gym every day and loves running and entering local races as well.

KACEY LISH

AMY JOHNSON

MAGGIE PIGG

FINANCIAL PLANNING FOR TOMORROW

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Phone

Phone: 801-475-4002

Fax: 801-475-4015

Address

1523 East Skyline Drive, Suite C South Ogden, Utah, 84405

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Office Hours

M- F: 8:00am - 4:00pm

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