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Sabrina Peterson, MBA, CFP®, AIF®

Advisor, Retirement Plan

Fueled by her engineering background, Sabrina provides a highly analytical approach for clients,
combining technical knowledge with a conscientious nature. She enjoys finding effective approaches
and innovative solutions for retirement plan trustees, investment committee members, and employees
participating in their company’s benefit offering. A key professional goal, she says, is helping Alaskan
businesses succeed at attracting and retaining talent.

Sabrina earned an MBA in global finance at Alaska Pacific University to go with her chemical engineering
degree from California State University Northridge. She also holds general securities and insurance
licenses from the Financial Industry Regulatory Authority and state boards and continues to broaden her
skills—achieving both the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®)
designations.

Before joining Wilson Albers in 2009, Sabrina was a consultant specializing in 401(k) and 403(b)
retirement plans for Financial Resources, Inc., and worked as a broker for Merrill Lynch.

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.
Advisory Services through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc. Alera Investment Advisors, LLC and Wilson Albers are not affiliated with Triad Advisors, LLC
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