Erin Peterson

After working in public libraries for over a decade, I made the jump to the financial services industry, where I have now worked for the past four years. As a Client Services Associate at Blattel & Associates, I specialize in providing client support as well as assisting the advisors in meeting preparation, which involves keeping client records organized to facilitate information analysis. To further my financial literacy and competency, I obtained the Financial Paraplanner Qualified Professional℠ (FPQP®) designation from the College for Financial Planning as well as passed the FINRA Securities Industry Essentials® (SIE®) exam.