Isaiah Peterson

Lead Advisor

About

Above all, Isaiah is a husband and father. That perspective shapes how he approaches financial planning. He understands what’s at stake for the families and business owners he works with, and he’s committed to helping them work toward their goals with the same care he brings to his own.

He began his career at Lifeworks as an intern, advanced to Associate Advisor, and now serves as a Lead Advisor. He earned his finance degree from Grand Valley State University and is currently working towards his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Outside of work, he spends his time with family and friends, stays active at the gym, and loves riding motorcycles.

Connect with Isaiah

Book an introductory call with Isaiah to get to know one another and learn about how Lifeworks can help you achieve your financial dreams.