Bri Peterson, AIF®, CPFA®

Bri Peterson is a Retirement Plan Education Consultant Manager at HUB Retirement and Wealth Management. Bri holds a B.S. in Economics from the University of Evansville and an M.A. in Economics from Indiana University. She began her professional career working at OneAmerica Retirement Services as an Investment Specialist, then an Investment Consultant, and, finally, an Investment Manager. Bri joined HUB Retirement and Wealth Management in early 2020 to educate participants and plan sponsors on their financial position and options available to them.

Bri is passionate about educating people on the value and necessity of financial planning, and enjoys helping individuals plan for their financial futures. Bri’s goal is to simplify the process for the individual. While she can’t take the burden off their shoulders, she strives to help them make educated decisions that seek to allow them to live their best possible financial lives.

Bri loves being a part of the Indianapolis community. She is a devoted fan of Indianapolis sports, the Indiana University Hoosiers, and the St. Louis Cardinals. Outside of work, she enjoys traveling and staying active through yoga and running.