Lisa Peterson is a Client Service Associate at FP Wealth Management, where she enjoys helping clients feel comfortable, informed, and well cared for. With a friendly and dependable approach, Lisa takes pride in being someone both clients and advisors can count on.
Born and raised in Lincoln, Nebraska, Lisa attended the University of Nebraska–Lincoln before joining FP Wealth Management in March 2024. In her role, she assists with day-to-day client needs, coordinates account-related requests and helps keep things running smoothly behind the scenes to ensure clients have a positive experience.
What Lisa enjoys most about her work is the opportunity to connect with people and get to know the clients she serves. She genuinely enjoys learning about each person, not just their financial goals and needs, but also the people, experiences, and stories that make them who they are. For Lisa, great client service is about more than simply completing a task. It is about being approachable, attentive, and making every client feel heard, valued, and cared for.
Outside of work, Lisa enjoys spending time with her family and making the most of her time at home. She loves working in her yard and tending to her flowers. When she is not out in the garden, you may find her enjoying one of her favorite pastimes: shopping. Lisa enjoys discovering unique finds and believes there is always room for a little retail therapy.
*Lisa is not registered with Osaic Wealth, Inc.