WHO WE ARE
Business Development Coordinator
Phone: 801.475.4002 Ext. 105
Kacey is a relatively new addition to the Peterson Wealth Services team. As a business development coordinator, she is in charge of opening new accounts and working with new client information. In this capacity, she serves as an on-boarding specialist, creating mapping profiles, wealth management assessments and action items. She also helps with marketing efforts like seminars and newsletters.
Kacey’s hobbies include trail running, crossfit-type workouts, and enjoying the sports her children play. She also serves on the board of LivaStride.
FINANCIAL PLANNING FOR TOMORROW
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