Kari Peterson

As our firm’s Plan Administrator, I support our attorneys in the preparation of estate planning documents and guide clients through the asset alignment process. I work closely with clients to review and organize their information, carefully draft documents, and coordinate assets to ensure each estate plan functions as intended and achieves the client's goals. I try to be that friendly face or voice on the phone that delivers an exceptional client experience that clients simply can't find anywhere else. I also pride myself on providing attention to detail that is second-to-none.

I enjoy being part of a team that always goes the extra mile for our clients. My goal is to make our clients' experience as seamless as possible and to make them feel at ease throughout the estate planning process.

I grew up in Sioux Falls, South Dakota, and graduated from the University of Sioux Falls with a Bachelor of Arts Degree in Business Management. In my professional career I've always been extremely customer service oriented, whether that was in mortgage banking or retail management. I enjoy spending my free time with my friends and family (including my pets), going for walks when it's nice out, reading and working on home improvements.