Kelli M. Peterson
CPA, CFP®, ATA, MPA
Tax and Training Manager
Kelli has been involved in the financial and tax services industry since 2011. Prior to joining Savant, she worked at an international food service supplier where her responsibilities included corporate tax strategy, planning and compliance, along with implementation of new software systems for increased efficiencies.
Kelli earned both a bachelor of business administration (BBA) degree in accounting and a master of professional accountancy (MPA) degree from the University of Wisconsin-Whitewater. She is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs. Kelli is a CERTIFIED FINANCIAL PLANNER™ professional and has attained the Accredited Tax Advisor (ATA) designation from the Accreditation Council for Accountancy and Taxation.
Kelli volunteers when she can, helping those in need through local food pantries, homeless shelters, and domestic violence shelters. In her spare time, she enjoys playing a variety of strategy board games – Settlers of Catan, Space Base, and Race for the Galaxy – and finds that cooking for family and friends as well as being outdoors are great ways to relax. Reading a good book on her patio is a favorite Saturday morning activity.
"If you fail to plan, then you plan to fail." I truly enjoy what we do at Savant. We help our clients plan for their futures, both the expected and the unexpected. Knowing that we can provide guidance and peace of mind brings me the most joy.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.