Our Team

Our Team

"Investing with Integrity"

Our team combines abilities to provide continuous service and support for our clients by:

  • Being accountable for our every word and action
  • Improving the organization by improving ourselves
  • Operating the firm ethically, professionally, and efficiently with the client's best interest in mind

Eric K. Peterson, CFP® Practitioner

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 CERTIFIED FINANCIAL PLANNER™ professional certification 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.

As a registered representative and investment adviser representative of Commonwealth Financial Network®, member FINRA/SIPC (named Broker/Dealer of the Year an unprecedented 10 times by Investment Advisor magazine*), Eric is able to help his clients work toward their financial solutions/goals.

Away from the office, Eric has formally been committed to his volunteer work as a former member of the board with the Springfield Workshop, Inc.; Springfield Workshop Foundation, Inc.; and the SB40 Board for the Developmentally Disabled in Christian County. He is currently a member of the Public Building Corporation for Christian County and the Springfield and Ozark Area Chambers of Commerce. Eric is active in his church, and on occasion, you can find him sailing on Lake Stockton.

SummitClub_seal
 

Eric Peterson is proud to have been recognized as a Summit Club advisor for 2019—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Ed Adams

Financial Planning Assistant

Ed is our financial planning assistant. He is a native of Springfield, but he has lived in Oklahoma, Arkansas, and most recently Seattle, Washington, for the past 17 years before moving back home in 2019.  Ed his wife, Maggie, and their 3-year-old son live in Ozark with their dog Sam. Before relocating back to Missouri, he spent the last 15 years working for LexisNexis.  He has been a client of Eric’s for the past 27 years. Ed enjoys spending time with his family and if any free time occurs he enjoys watching sports whenever he can.  He plans to acquire his FINRA Series 7 securities registration in the coming months.

Vicki Portincaso

Operations Director & Office Manager

Vicki is the Operations Director and Marketing Director. She attended University of Wisconsin, and obtained her escrow license in 2015.  She has been with Eric’s office for four years and has a corporate background at Motorola for 15 years along with 10 years at Reckitt Benckiser and two years experience with escrow titling. “My objective is to create and maintain processes to improve and expand the operations of the business. In addition, go above and beyond to fulfill our mission statement. I conduct staff training, assist Eric with special projects and I’m responsible for developing, implementing and executing strategic marketing plans.”

Dawn Okrei

Client Relations Representative

Dawn is our client relations representative. She is a native of Springfield, but she lived in Houston, Texas, for 30 years before moving back. She and Steve, her husband of 27 years, live in Republic along with their four-legged little girl, Zoey.  Dawn is an avid golfer, walker, and yogi.  Dawn’s passion for the past 12 years has been volunteering as a cuddle therapist at Cox South Hospital in the Neonatal Intensive Care Unit.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Peterson Wealth Advisors are separate and unrelated to Commonwealth.

*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.