Broker Check
Our Mission

Our Mission

Our mission at Lafayette Square is to partner with our clients to develop a customized plan that is aligned with their unique goals and values. We want to be your trusted advisor and coach so that you are confident in your financial decision-making—both with your business and at home.

Our Team

Greg Peters

Greg Peters

Founder & CEO

Marlene Kinley

Marlene Kinley

Director of Wealth Management Operations

Ronald Johnson

Ron Johnson, CFA

Chief Investment Officer

Jacquelyn Cross

Jacquelyn Cross

Director of 401(k) Plan Services

Erin  Johnson

Erin Johnson

Director of Financial Planning Operations

Kristen Peters

Kristen Peters

Director of Risk Management and Insurance

Ready to get started?

Our first step is a complimentary discovery call where we get to know you and your unique situation. We’ll tell you about the planning process and how we will work together to build a financial strategy that works for you.

CONTACT US