Erika Peterson

Client Services Manager

Coastal View client services manager, Erika Peterson has more than 10 years of financial services experience. Erika’s dedication to the Coastal View office 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, Josh, currently reside in Appleton with their two children - Leona and Clay. Her hobbies include gardening, crocheting and taking road trips to spend time with her family.