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Kathy Peterson

Kathy Peterson

Lead Client Service Manager

Kathy joined MRK Financial Solutions in 2011 with over 15 years of experience in the financial services industry. She serves as a main point of contact for the clients of MRK Financial Solutions. Her primary job duties include training and daily supervision over the administrative support staff, developing and implementing the best processes to effectively manage workflow, scheduling client appointments, ample meeting preparation, processing and tracking of all client paperwork and check deposits, and processing and tracking of all client insurance needs.

Kathy is a graduate of the University of Minnesota, and is licensed as a Registered Representative and a Life, Health, and Insurance Agent.

Her and her husband, Perry, have 2 children and 5 grandchildren. In her spare time, Kathy enjoys golfing, outdoor activities, and spending time with family.