Shelly Peterson

Manager, Client Services

Ph: 866.SRP.401K x713

Shelly Peterson, Operations Manager for our West Coast Practice, is responsible for managing and coordinating the delivery of services and strategic consulting to our valued clients.

Shelly has over 15 years of experience working with employers that sponsor defined benefit, defined contribution, and non-qualified retirement plans. She possesses the ability to translate technical regulations and jargon into language and concepts that are easily understood and can be efficiently acted upon. Shelly’s industry experience makes her suited to help employers identify their unique retirement plan objectives and to align plan design and administration to pursuing their specific goals.

Her working philosophy is that everything is fixable and it takes less time to do things right the first time, than it does to fix them later. She would much rather declare what she has just accomplished, than what she plans to do in the future. Her approach is always consultative and she is passionate about being a resource for her clients and providing exceptional service. Honesty, integrity, and dedication are her highest priorities.

Shelly earned her Bachelor’s degree in accounting. In her spare time, Shelly spends time with her family and enjoys hiking and swimming.

Where is your dream vacation spot?


What is your greatest achievement?

Raising my children to be successful adults.

What is one thing that you love to do that you get to do nearly every day?

Spoiling grandchildren is at the top of my list. I love my children; however, my grandkids scream with excitement when I show up at the door.