WHO WE ARE
Why we do this
We’ve seen what happens when people lack access to sound financial guidance, and what becomes possible when they have it.
Lafayette Square was brought together by the conviction that the biggest, most meaningful goals become real (or get refined into something even better!) when you have the right guidance. Whether that means helping families build lasting security, funding the life experiences they’ve always imagined, or helping business owners ensure their company is truly working for them, we help turn visions of the future into something you can act on today, confidently and with your eyes wide open.
Our team brings together decades of relationship-first advising and professional-level planning precision to do two things well: understand what you’re really working toward, and build a clear, actionable roadmap to get there.
The leadership team
The advisors you’ll work with
Rooted in experience. Built for today.
CEO & Founder
Greg Peters
I founded Lafayette Square on a simple belief: people make better decisions when someone they trust helps them see the whole picture. Nearly four decades later, that’s still the job, but now with a team beside me. We’re helping individuals, families, and business owners plan for what’s next.
PRINCIPAL ADVISOR
Erin Little
I’ve always believed the biggest goals become real when you can see them clearly and map the path to get there. I help clients, especially those building careers and families, turn their plans into confident, everyday decisions, so they can live boldly without second-guessing the future.
Our team
Meet the team
The people that help keep everything moving.
Director of wealth management
Marlene Kinley
Marlene is the heart of our client experience, bringing eleven years of financial services expertise and genuine warmth to every client relationship. Born in Berkeley, Marlene has lived in the Bay Area most of her life and enjoys its diverse culture along with biking, hiking, wineries, theater and live music.
chief operations officer
Shaun Little
Shaun has over a decade of experience building systems and tools, helping fast-growing tech companies run. As Director of Operations and Tech, he designs the behind-the-scenes processes that let the team spend more time with clients and less on manual work. Outside the office, you’ll find him brewing beer, tackling a home DIY project, or with his family.
Wealth operations associate
Andrew Verrengia
Andrew joined us in 2025 after earning an economics degree from the University of Washington. He’s passionate about helping people build financial stability and reach their goals, and is currently pursuing his CFP® designation. A Glendale, CA native, he enjoys playing and watching baseball, surfing, and hiking.
Client Engagement Associate
Sarah Wright
Sarah brings nearly twenty years of leadership experience in marketing, project management, and growth strategy to Lafayette Square, with a passion for working with business owners and families. A SoCal native who has lived in Denver and London, she now enjoys motherhood and time with her husband and two kids.
Work with us
Start with what’s on your mind.
Whether you need help with one decision or want to bring everything together into a plan, we’ll help you understand where you are, where you want to go, and what to do next.