Erika | Office Manager | Coastal View Wealth Management WI

Erika Peterson

Office Manager

Coastal View office manager Erika Peterson has more than eight years of financial services experience, she is an administrative lead providing client onboarding services. Erika's dedication to managing the Coastal View office the last five years have proved to elevate client relationships and experiences. She is committed to providing the highest level of client care and is eager to help and problem-solve with compassion as her guiding principle.  

Erika was born and raised in Evansville, Wisconsin. She has a Business Administration degree with a focus on Finance from the University of Wisconsin - Whitewater. Erika and her husband have a two-year-old daughter, Leona and they currently reside in Appleton. Her hobbies include gardening, crocheting and taking road trips to spend time with her family.