Our Team

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Nicole Peterkin, CFP®, CLU®

Nicole Peterkin has been in practice since 2011. As an advisor, she emphasizes using money as a tool to get the lifestyle you want instead of viewing it as the obstacle to that lifestyle. She is also a speaker and a published author. Her book, If You Love Your Family, Save Like It can be purchased on Amazon and in select bookstores.

You can read Nicky’s in-depth bio by clicking here.

Betsy Crawford, Operations Manager

Betsy Crawford, Operations Specialist

Betsy Crawford is the Operations Manager for Peterkin Financial. She graduated from the University of Massachusetts Amherst with bachelor’s degrees in Biochemistry and Psychology with the hopes of working in the biotechnology industry. After spending time working in the startup environment, she realized that she wanted to work more closely with people. Upon speaking with Nicole, she immediately felt a connection to her story and her passion to help clients achieve a better financial future. She now works closely with Nicole’s clients to ensure that all operations from on-boarding to plan implementation run smoothly.

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