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Gerrit Petersons, CFP®

Financial Advisor

WHY I BECAME A FINANCIAL ADVISOR

I grew up in Mechanic Falls, ME, and ventured out of small-town Maine for college and the beginning of my professional career. I found that I enjoyed reading about finance and investing on my own, and when I shared what I knew with friends outside of the investment industry – it became fun to help them. At that point, I began to understand how a financial adviser can help people from all fields and backgrounds to avoid potentially costly mistakes. I enjoy creating and reaching financial goals and evaluating the best course of action along the way as circumstances change. Although I have a distinct love for economics, I found the theories of economics to be more actionable and measurable in the financial field, making it much more rewarding.

5 THINGS TO KNOW ABOUT ME

1. I was a history minor in college and forced my bachelor party to escort me to Charleston, SC, for the Civil War history.
2. I am an avid reader, but when I am not reading you will find me hiking, running, or gardening - and usually listening to an audiobook.
3. After a day of cross-country skiing, you will find me recuperating with a martini in my recliner.
4. I lived in El Paso, TX, and could throw a rock into either Mexico or New Mexico.
5. I own a diesel tractor.

PROFESSIONAL BIO

Gerrit Petersons is a Financial Adviser with RSWA. Gerrit has over 13 years of professional experience. Gerrit began his career at Prime Buchholz and Associates, a financial consultant in Portsmouth, NH, advising endowments and foundations. Prior to joining Robinson Smith Wealth Advisors, Gerrit worked at a Registered Investment Advisor in Cumberland, ME. He holds a bachelor’s degree in Economics from Western New England University and a master’s degree in Finance from Southern New Hampshire University. He holds the CERTIFIED FINANCIAL PLANNER® designation.

PERSONAL BIO

Gerrit lives in Monmouth, ME with his wife, Katie, on their growing “farm” with their two dogs, Riga and Piper, three cats (two feral), chickens (named after female authors), and ducks. Gerrit is a current member of the Monmouth Economic Development Committee and serves as Treasurer of the Maine Ad and Design Board in Portland, ME. In his free time, you will find him reading, hiking, or attempting a new recipe in the kitchen. Gerrit is an avid sports fan and follows New England sports teams closely.


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