LAFAYETTE SQUARE - Key Persons
Job Titles:
- Director of Financial Planning Operations at Lafayette Square Financial Advisors
Erin Little is the Director of Financial Planning Operations at Lafayette Square Financial Advisors. Erin assists the team in financial planning, improves efficiency in company processes, and provides support to clients working on their plan.
Erin joined Lafayette Square Financial Advisors with the goal of helping people develop effective strategies for building and managing their wealth. Prior to financial planning, she spent a decade working for both large brands and budding San Francisco tech start-ups-she understands the challenges millennials face as they build their careers and navigate toward their life objectives.
Erin has a Bachelor of Science Degree in Economics from University of California, Davis. Additionally, she earned her Master of Business Engineering from Steinbeis University, Berlin.
Job Titles:
- CEO
- Founder
- Founder of Lafayette Square Financial Advisors
- Member of the Cal Alumni Association
Greg Peters, founder of Lafayette Square Financial Advisors, graduated from the University of California at Berkeley. While attending Cal, Greg played varsity football as an Offensive Lineman and was eventually drafted by the Dallas Cowboys under legendary Head Coach, Tom Landry. Although an injury cut his football career short, it was his team-oriented, mentoring personality that ultimately set him on the path toward becoming a financial advisor.
From its early days to where it is today, Greg's initial vision for Lafayette Square remains constant - help individuals reach their financial retirement goals and guide business owners to a successful exit strategy. Today Greg has assembled a team of professionals that work closely with his clients to carry out his commitment to advise individuals and business owners plan for financial independence.
Greg is a member of the Cal Alumni Association and Big C Society. He is also a member of the Pennsylvania Society of Sons of the Revolution. Registered Principal with Cetera Advisor Networks LLC, Greg has also obtained the Accredited Investment Fiduciary® designation.
Born and raised in the Bay Area, Greg and his wife Kristen have two grown Sons and 4 beautiful Grandchildren. Kristen and Greg make their home in Lafayette and enjoy time together traveling, hiking and exploring areas along the California Coast.
Greg Peters founded Lafayette Square Financial Advisor with a mission to help clients achieve their financial goals through a sustainable and long-term investment approach. Greg is a trusted financial advisor to many, thanks to his focus on relationship building and customized planning. The Lafayette Square team has grown to offer financial planning to both individuals and business owners.
In August of 1978, Greg Peters was sitting in the locker room of the Dallas Cowboys. A graduate and athlete of Cal Berkeley, he had recently been drafted by the Cowboys as an offensive guard. He overheard veteran players discussing how they would invest their money. "I'm going to buy a liquor store", another mentioned maybe buying a car dealership. This planted the seed in Greg's mind that even highly successful people, like prominent athletes, need sound financial guidance.
Unfortunately, his dream of playing in the NFL ended abruptly several months later with a career-ending injury. Greg moved to New York to pursue his interest in the financial industry at Drexel Lambert.
During his tenure at Drexel, Greg recalled those locker room conversations in Dallas and realized he had an innate desire to guide people through their financial matters. Returning to his Native Bay Area, Greg formed Lafayette Square Financial Advisors. At Lafayette Square, the seed grew from managing individual portfolios into providing a full range of financial planning services for companies as well as individuals.
Job Titles:
- Director
- Director of 401 ( K ) Plan Services
Jacquelyn Cross is the Director of 401(k) Plan Services at Lafayette Square Financial Advisors. She manages fund platforms, completes fiduciary reviews, resolves compliance and participant issues, and plans participant education. She has been in the financial services industry for thirty-five years. Previous to joining Lafayette Square, she worked at Contemporary Pensions, Transamerica, Thurlow & Associates, and Great West Life (Empower Retirement). Jacquelyn attended school as Los Medanos College and Bakersfield College. She has her Series 6 Securities registration, Series 63 registration, and her California/Oregon Life Health and Disability Licenses.
Coming from a family where her dad spent fifty years in the financial services industry, Jacquelyn was inspired to begin her career in finance in 1986. From an early age, her dad taught her to value investing and insurance. His dedication to the industry and general passion around managing money inspired her to provide the same level of care and trust to her clients.
Jacquelyn is a native Californian from the Central Bay Area. She presently lives in Rio Vista, California close to her parents, her children, and grandchildren. She is passionate about her family and enjoys spending time with them. Other hobbies of hers include cooking, reading, gardening, interior design, investing, yoga, walking, and going to see the Giant's play.
Jeanne Gibson is our Client Services Manager helping Lafayette Square with client communication and operations. She manages fund platforms, completes fiduciary reviews, resolves compliance and participant issues, and plans participant education.
Jeanne has 38 years of experience in the Financial Services industry. Jeanne holds the Series 7 and Series 66 registrations. She attended San Diego State University. Jeanne's interests include chess and board games, murder mysteries and various creative pursuits.
Job Titles:
- Insurance Agent
- Director of Risk Management and Insurance
Kristen Peters is a licensed insurance agent and has been working in the insurance and financial planning industry for over 20 years. She enjoys helping people protect their most valuable assets. Kristen enjoys spending time with her most valuable assets which are family, friends, fitness and finances.
Job Titles:
- Director of Wealth Management Operations at Lafayette Square Financial Advisors
Marlene Kinley is the Director of Wealth Management Operations at Lafayette Square Financial Advisors. She is the resident client ambassador at Lafayette Square, creating a culture of compassion in serving our clients. With six years of experience in the financial services industry, Marlene has the skills needed to support the team in meeting our clients' financial goals.
Prior to beginning her career in financial advisory services, Marlene spent twenty years in human resources for companies both large and small, including start-ups. She decided to enter the financial services industry after Greg, a friend of ten years, created her family's retirement plan. During that process, she discovered her passion for helping others find the same clarity and importance in planning their future.
"I believe that each client is unique and seeks a customized approach for creating a financial plan that helps meet their individual goals." She relishes building relationships with our clients, making them feel valued and essential to the financial planning process.
Born in Berkeley, Marlene has lived in the Bay Area most of her life. She attended Chabot College and Cal State Hayward and has her Associate of Arts Degree. Marlene enjoys the diverse culture of the Bay Area, including biking, hiking, wineries, theater and live music. She and her husband, David, have been married for thirty-eight years and have two sons.
Job Titles:
- Advisor
- Chief Investment Officer
Ron is the Chief Investment Officer at Lafayette Square. He is responsible for managing portfolio allocation strategies, security selection, and long-term investment policies. His primary duties include reviewing and rebalancing client portfolios and monitoring financial markets. Prior to Lafayette Square, Ron was a principal and CFO at Litman Gregory Asset Management where he worked for 28 years. Ron also worked at Deloitte, Bank of America, and Bechtel.
Ron's experience includes working with high-net-worth clients, performing market research and analysis, succession planning for small businesses, and small company valuation analysis. He has created or made significant contributions to software projects used for portfolio rebalancing, capital sufficiency analysis, and evaluating complex option positions. Ron holds the Chartered Financial Analyst® (CFA®) designation and has taught portfolio theory to CFA® candidates and financial planning classes to CFP® candidates. He holds a Bachelor of Science in Chemical Engineering from the University of California, Los Angeles.
Ronald Johnson is affiliated with Cetera Advisor Networks LLC but is not a registered representative.