Broker Check
Kim Peterson

Kim Peterson

Director of Operations

Kim joined Stein Wealth Advisors in March 2013. She is a licensed PA Insurance Producer and a licensed notary. Kim provides firm management, including compliance, human resources, and technology support. She also provides in-depth client relationship support, including account management and maintenance. Kim enjoys the daily interactions she has with our clients and feeling like they are family.

Kim arrived at Stein Wealth Advisors with a strong background in consumer loan and credit risk operations. She spent three years as a risk analyst for the home equity department of PNC Bank and, prior to that, was a risk analyst for the credit card department of Mellon Bank. In those roles, she worked with credit bureaus to develop selection criteria and follow-up tracking for credit offers.

She holds a Bachelor of Science Degree in Business Administration and Management from Pennsylvania Western University (formerly California University of Pennsylvania). She was a proud 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 enjoying their beagle mix, Dixie, and two cats, Orange and Blue.


  • Pennsylvania Insurance Licensee for life, accident and health
  • Licensed Notary