Waylon Peterson
President, Everwise Wealth Management at Everwise Credit Union
- Role
- President, Everwise Wealth Management at Everwise Credit Union
- Location
- South Bend, IN, US
- LinkedIn followers
- 500 followers
About Waylon Peterson
Waylon F Peterson, CFP® President, evewise Wealth Management Retirement & …
Experience
President, Everwise Wealth Management
Dec 1999 — Present
Education
University of Tampa
BA, Political Science
1987 — 1991
Skills
- Financial Analysis
- Financial Services
- Estate Planning
- Insurance
- Retirement
- Strategic Financial Planning
- Banking
- Mutual Funds
- Risk Management
- Series 7
- Strategic Planning
- Wealth Management
- Investments
- Leadership
- Portfolio Management
- Retirement Planning
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