WHO WE ARE
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.
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive, Suite C South Ogden, Utah, 84405
M- F: 8:00am - 4:00pm