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Michaela Peterson

Michaela Peterson

Client Service Specialist

Michaela is a graduate of UNC Charlotte and holds a Communication Studies degree. She has experience working in the communication, non-profit, marketing, and financial industry. She is currently in the process of getting her Life and Health licenses. Michaela understands the importance of building strong client relationships. She thrives to deliver exceptional customer service and support our overall mission. Michaela currently resides in Charlotte with her boyfriend Paul and English Bulldog named Norman. She enjoys going for hikes, exploring Charlotte, and having a night in watching Netflix with her dog.

Contact Michaela for help with:

  • Insurance & investment service questions (bank draft, beneficiary, address, and name changes)
  • Scheduling appointments with advisors