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Our Team

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Supporting you with excellence

Our team is passionate about empowering clients so they feel confident pursuing their goals. We offer a wide range of expertise and experience to support you on your journey, and we are constantly learning and growing to better meet your needs. With world-class service and a steadfast commitment to your best interests, we deliver an exceptional planning experience that allows you to focus on the people and things that matter most to you.

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Tom Peterson

CFP®, MSFS, RICP®, CAP®, CLU®, ChFC®

Founder | Financial Planner

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Danielle Barriuso

Client Relationship Manager

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AnnaMarie Donnadio

Executive Assistant

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Strategic Alliances

Empowering Your Financial Journey

Part of our mission as your advisors is to equip and empower you with the best resources on your financial journey. That’s why we’ve partnered with New York Life, an industry leader known for its world-class financial solutions and commitment to client success. Through this partnership, you have access to a wide range of financial expertise and resources, all delivered with the personalized care and attention of our boutique team.

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Let's Connect


(708) 386-7007
info@tjpeterson.com

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Let's Meet


105 N. Oak Park Ave.
Ste. 2C
Oak Park, IL 60301

Disclosure

Thomas Peterson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #246747), CA (CA Insurance License #0C84121), FL, GA, IL, IN, MA, MI, MO, NC, NE, OH, OR, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Thomas Peterson is licensed and authorized to offer insurance in California and Arkansas, but Peterson Financial Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Thomas Peterson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 105 N Oak Park Ave Ste 2c, Oak Park, IL, 60301, 708-386-7007. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, IL, IN, KS, MA, MI, MN, MO, NE, OH, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Peterson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, GA, IL, IN, KS, MA, MI, MN, MO, NE, OH, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Peterson Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Peterson Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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