Professional and Experienced Staff

Thomas D. Peterson E.A.
President / Founder

e: tom@petersonfinancialservices.com

Tom is the president and founder of the firm. He first opened the doors for business in August of 1977. Tom graduated from Northern Michigan University School of Business in 1975. He is enrolled to practice before the IRS, and holds various licenses in securities, and insurances. Tom’s career mission is to provide the best accounting, tax and financial services possible to his clientele. In his free time, Tom enjoys traveling and spending time with his daughter Sarah.

National Association of Tax Professionals
Member of National Association of Tax Professionals (NATP) and is Enrolled to Practice Before the IRS

Mary Jeanne Chapman
Certified Public Accountant

e: mj@petersonfinancialservices.com

Mary Jeanne, also known as MJ, is a CPA that joined the firm in January of 2016, and has quickly become a valued member. She was born and raised in Ishpeming, and graduated Magna Cum Laude from Northern Michigan University in December 2009, with a degree in accounting and financial planning. MJ specializes in individual and business tax preparation services, business development, and is a QuickBooksPro Advisor. She enjoys spending time outdoors, camping, snowshoeing, hiking and kayaking.

MICPAAICPA
Member of Michigan Association of CPAs (MICPA) and American Institute of CPAs (AICPA)

Rebecca Houghton
Accountant/Bookkeeper

e: rebecca@petersonfinancialservices.com

Rebecca is our Accountant/Bookkeeper, and has been with the firm since January 2015. She has a Bachelor’s Degree in Business Administration with an Emphasis in Accounting, and brings over 25 years of experience. She provides payroll services, payroll and sales tax compliance, bookkeeping services, and anything else our clients need. In her free time, she enjoys relaxing and doing yoga.

Chelsea Bath
CPA Candidate

e: chelsea@petersonfinancialservices.com

Chelsea joined our team May 2017 after graduating from Northern Michigan University with a Bachelor’s Degree in Accounting and Corporate Finance. She plans to sit for the CPA exam in the near future. Chelsea was born and raised in Negaunee and in her free time she enjoys reading, playing tennis and swimming.