Spencer Peterson
Client Service Associate
Spencer Peterson joined Box Financial Advisors in February 2026 as a Client Service Associate, where he takes pride in contributing to a smooth client experience. Prior to joining the Box Financial team, Spencer worked for a local financial firm.
As a part of the Box Financial team, Spencer serves as the main point of contact for Matthew Bearth’s clients and will assist with a wide range of client service needs. His responsibilities include fostering strong client relationships and facilitating service requests such as new account openings, check requests, address changes, beneficiary updates, scheduling appointments, and maintaining accurate client records.
Spencer graduated from Bethel University in 2023 with a degree in Business Finance. He currently holds his Series 7, Series 66, and Series 24 registrations. He values faith and serving others, principles that guide both his personal life and his approach to work.
Get to Know Spencer:
- Spencer is originally from Decorah, Iowa, and now lives in Mounds View with his wife, Cecilia, and their Bernedoodle, Bailey.
- He enjoys spending time with friends and family, being outdoors, traveling, and golfing.
- He played collegiate soccer at Bethel University and stays competitive on the soccer field through a local men’s league.
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.