Kate Petersen

Kate Petersen
Vice President / Retirement Plan Services
242 Tower Park Drive
Waterloo, IA 50701
Office: 319-233-1900

"At the end of the day, I find satisfaction in taking the complexities of retirement plans and making them easy for my clients to understand."

Kate Petersen

About Kate Petersen:

Since joining the LSB team over 20 years ago, it’s been a privilege to be a part of this progressive organization. I have a strong connection to LSB and its rural roots since I, too, have rural roots, having grown up on a farm in northwest Iowa.

Outside of work, I enjoy volunteering as a director for my local library, pitching in at the food bank and helping out the Friends of Iowa Public Radio. When I need to decompress and get away from it all, I can be found kayaking, taking a jog or simply reading on my back porch with coffee in hand.

Credentials:

  • BS- Iowa State University
  • Certified Retirement Services Professional- Institute of Certified Bankers
  • Cannon Financial Institute- Employee Benefits School
  • Over 25 years of Financial Services Experience

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