Broker Check
Kimberly T. Peterson

Kimberly T. Peterson

Client Relationship Manager

Kim enjoys the daily interactions she has with our clients and feeling like they are family. She joined Stein Wealth Advisors in March 2013 as office manager.  She provides in-depth client relationship support, including coordinating prompt responses to requests and facilitating effective communication with clients.

Kim arrived at Stein Wealth Advisors with a strong background in consumer loan and credit risk operations. Working in Pittsburgh, PA, she spent three years as a risk analyst for the home equity department of PNC Bank and, before that, was a risk analyst for the credit card department of Mellon Bank for four years. In both positions, she worked with the three main credit bureaus to develop selection criteria and follow-up tracking for credit offer mailing lists.

She holds a Bachelor of Science Degree in Business Administration and Management from California University of Pennsylvania. At that time she also became an active member of Sigma Sigma Sigma sorority.

Kim and her husband, Dave, live in Finleyville, PA. She has two children, Ryan and Lauren. Ryan attends Robert Morris University where he is a member of the football team and Honors Program. Lauren is involved in Media/Video Production at Ohio University. Much of Kim’s time is spent on home improvements, gardening, and cooking with Dave, along with walking their beagle mix, Dixie, at the local trails and parks.