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A shared commitment centered on you.

As a financial professional, I’m privileged to play a role in your most meaningful life moments. You trust me to understand your needs, listen to your concerns, and offer guidance to address your unique goals. I do not take this trust lightly and strive to earn it every day.

Managing your financial well-being is my top priority. That’s why I choose to work with a network of premier partners, who put their strength, stability, and expertise to work to help me create a customized plan suited to your needs.

Our collective goal is delivering the financial future you envision. 

Philip Petersen, Financial Advisor


SE Retirement Strategists

We are dedicated to providing financial guidance to help you pursue your financial objectives.

Woodbury Financial Services

An independent wealth management firm providing operational and investment support for more than 1,500 entrepreneurial financial professionals.

Advisor Group

The nation's largest network of independent wealth management firms provides resources, scale, and stability to more than 11,000 financial professionals.

At our firm, we have the client—and only the client—in mind.

My affiliation with Woodbury Financial Services and Advisor Group allows me to:

Focus my efforts on your priorities and interests

Provide conflict-free, objective advice

Address the evolution of your needs

Help create a better experience for you

Commit to the highest levels of service


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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