Courtney Peterson serves as the President and Principal Agent of Peterson Insurance & Financial Services, a trusted provider of comprehensive insurance solutions in Northwest Florida. With over 20 years of experience in health insurance, employee benefits, and financial services, Courtney delivers personalized, client-focused solutions to individuals and businesses in Pensacola, Tallahassee, Panama City, and South Alabama, ensuring financial security and wellness.

Professional Background and Accreditations

Courtney graduated from the University of West Florida with a BSBA in Finance. (Go Argos!) Before founding Peterson Insurance & Financial Services in 2021, he honed his expertise with a Pensacola-based firm specializing in individual and retirement-based health insurance plans while earning prestigious certifications such as the Patient Protection and Affordable Care Act Professional and the Advanced Self-Funded Certification from the National Association of Health Underwriters (NAHU). He has earned the Registered Employee Benefits Consultant (REBC) designation from the National Association of Benefits and Insurance Professionals (NABIP). These designations and his experience with local businesses highlight his deep knowledge of the evolving insurance landscape, regulatory and compliance requirements, and expertise in benefit plan design and cost containment.

Community Involvement and Leadership

Courtney is deeply committed to serving the Northwest Florida community. He is an active member of organizations such as the Pensacola North Rotary and he has held leadership roles with the Pensacola Runners Association, and the Pensacola Young Professionals. He is a graduate of Leadership Pensacola (’08) and has served on multiple City and County boards, including the Escambia County RESTORE Advisory Committee. He currently serves as the President of his BNI business networking chapter, which has led the Northwest Florida region in closed business for several years.

Personal Interests

Outside his professional and community roles, Courtney enjoys spending quality time with his family, camping along the scenic Northwest Florida coast, and exploring new dining experiences in Pensacola, Panama City, and Tallahassee. His love for the outdoors and commitment to health and wellness align with his mission to promote well-being through comprehensive insurance solutions.

Why Choose Peterson Insurance & Financial Services?

Under Courtney’s leadership, Peterson Insurance & Financial Services is dedicated to delivering exceptional customer service and designing custom insurance solutions for individuals, families, and businesses. Whether navigating Medicare enrollment, seeking employee benefits programs, or exploring health insurance plans through Healthcare.gov, Courtney’s team provides clear, personalized guidance to eliminate confusion and ensure appropriate coverage. His extensive experience and client-first approach have earned him a reputation as a trusted insurance agent in Northwest Florida, with testimonials praising his knowledge and selfless commitment to helping others.

Contact Courtney Peterson Today

Ready to simplify your insurance needs? Contact our team today!