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

  1. President, Everwise Wealth Management

    Everwise Credit Union

    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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Waylon Peterson — President, Everwise Wealth Management at Everwise Credit Union in South Bend, IN, US | Unifers