How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Greg Peters
Founder & CEO
For over 25 years, we have been a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Greg Peters,...
Ron Johnson, CFA
Chief Investment Officer
Ron joined Lafayette Square in 2019 and became the Chief Investment Officer in 2020. He is responsible for managing portfolio allocation strategies, security selection, and long-term investment policies. His primary duties include...
Marlene Kinley
Director of Wealth Management Operations
(925) 284-5072
Marlene Kinley is the Director of Wealth Management Operations at Lafayette Square Financial Advisors. She is the resident brand ambassador at Lafayette Square, creating a culture of compassion in serving our clients. With six years of...
Jacquelyn Cross
Director of 401(k) Plan Services
(925) 284-5072
Jacquelyn Cross is the Director of 401(k) Retirement Plan Services at Lafayette Square Financial Advisors. She manages fund platforms, completes fiduciary reviews, resolves compliance and participant issues, and plans participant...
Erin Johnson
Director of Financial Planning Operations
Erin Johnson is the Director of Financial Planning Operations at Lafayette Square Financial Advisors. Erin supports the team in financial planning, improves efficiency in company processes, and implements marketing strategies. A...
Kristen Peters
Director of Risk Management and Insurance
(925) 284-5072