Our Team

Eric is an independent financial advisor serving Southwest Missouri since 1985. He has specialized in comprehensive financial planning and wealth management by working with individuals to design personalized retirement planning, tax-efficient investment strategies, estate planning, and insurance planning. In his commitment to assisting people in their transition from corporate life to "re-wirement," Eric has also worked with many local companies and institutions helping them evaluate their retirement options.

Eric obtained his professional designation as a CERTIFIED FINANCIAL PLANNER® (CFP®)  from the College for Financial Planning in Denver, Colorado, in 1992 and received his bachelor's degree in business administration from Augustana College in 1983. He earned his undergraduate degree from the University of Illinois in 1974.

Eric specializes in comprehensive financial planning, and works with individuals by designing personalized retirement programs, tax-advantaged investment strategies, insurance planning, and estate planning.  One of Eric’s main points of focus is asset management for both pre- and post-retirement.  He has developed a successful research process using the Morningstar Advisor Workstation which he has used since 1991.

By helping people transition from corporate life to retirement, Eric has worked for the past four decades with many local companies and institutions in the development, management, and evaluation of their retirement plans.  An often sought after speaker on issues surrounding retirement, Eric provides advice on retirement planning and provides specific advice concerning retirement plan rollovers to individuals, companies, and in his many workshops and seminars.

“I offer balanced financial planning, using a personalized one-to-one approach to help my clients pursue their financial and life goals.  We grow together by building long-term relationships in exactly this fashion, one at a time.  My staff and I look forward to helping you crystallize your financial goals and help you make informed financial decisions.”

An avid sailor, Eric is involved with the promotion of outdoor activities for those with physical, developmental, and emotional challenges.  He has served on the Board of a number of organizations focused on the needs of special populations.  A lasting memory is when he recently taught a blind woman to sail by “listening to the wind in her ears.”  The installation of a “totally accessible dock” facilitates safe participation in kayaking, canoeing, and sailing for those with disabilities.

With over five years of dedicated experience at Peterson Wealth Advisors, Vicki Portincaso is back to serve as an Account Executive Assistant to Eric Peterson. Vicki specializes in supporting client relationships and ensuring daily financial operations run smoothly and efficiently. Her strong attention to detail and commitment to helping clients makes her an indispensable and vital part of the advisory team. Outside of the office, Vicki loves spending quality time with her family and loved ones, especially when relaxing by the water at the beach.

“My goal is to build my relationship with our client family, while improving my knowledge of the wealth management industry.”

Jay is currently studying at Missouri State University, pursing a degree in Financial Planning and expected to graduate in May 2028. He has spent multiple years working customer service in the St. Louis area, of which he calls home. Born in Springfield, this city has become a home away from home to him. From the countryside to downtown, there are a grand amount of choices to enjoy whilst attending college. Outside of the office and schoolwork, Jay enjoys golfing, watching sports, and being an active part of his fraternity on campus, Phi Gamma Delta; which he is currently serving the role of Treasurer.

“My goal is to continue to gain valuable professional experience and knowledge while supporting Eric with the many facets of our outstanding service to our client family.”