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
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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.

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Eric Peterson is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 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.

Vicki Portincaso

Vicki Portincaso is Office Manager and Operations Director. She attended University of Wisconisin, and obtained her escrow license in 2015. Vicki is also testing for the FINRA Series 7 License in 2018. She has been with Eric’s office now for two 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 and assist Eric with special projects and his day to day responsibilities.”

 

Jessica Livingston

Jessica Livingston is our Registered Office Assistant. She is a Mizzou Graduate majoring in Business Administration with an emphasis in management. She obtained her series 6 and 63 licensures in 2015. She is currently studying for the series 7. “My objective as the office assistant is to provide our clients with the finest quality services available in the financial industry. We will earn the confidence and trust of our clients through our total commitment to honesty and integrity in managing every aspect of their retirement planning and investments. We will consistently demonstrate our dedication to professionalism and excellence in all that we do.  We will communicate a sincere, caring attitude toward every current or prospective client and will place our client’s financial well-being above our own.”

Brooke Portincaso

Brooke Portincaso is the office Receptionist and Web Designer. She is a current student at Missouri State University and is studying Business Administration. Her objective is to provide our clients a welcoming interaction, in person or on the phone. “Being one of the first lines of communication with  our client family, I want to provide a friendly first impression to every person with my special way of assisting in our serivice delivery.”

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.