Olivia Peters CFP®, CPWA®
As the newest addition to the RMR team, I’m excited to bring my skills to select RMR clients. I have worked in Wealth Management for over a decade, always focused on building strong client relationships. My previous experience includes exposure to various services offered to high-net-worth clients including corporate trust management, portfolio management, specialized banking services, and (my most passionate pursuit) wealth planning and strategy. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® practitioner. I have leveraged this knowledge from the textbook to the meeting table and am energized when I can help clients uncover and understand important details. Taking large, laborious and intimidating pieces of financial information and presenting them simply and sensibly brings me great satisfaction. I believe every client can make wise, informed and uniquely personal decisions when they are willing to share not only their financial information with a caring advisor, but also their personal aspirations and experiences. Working in RMR’s Family Office allows me to focus on this daily. I try to bring value to the big decisions as well as to the smaller, day-to-day decisions our busy clients make, attempting to do it more efficiently, strategically and thoughtfully.
Outside of the office, my husband and I enjoy spending time with our daughter. When the Wisconsin weather is warm, I spend as much time as possible outdoors. I keep myself busy during the cold months quilting, knitting and taking on many other craft projects.