As most of you know Tyler Peterson joined Runey & Associates Wealth Management in January of 2022. Tyler has an impressive educational and professional background, having both an MBA and a CPA license plus 4 years of big four accounting auditing experience, and he wowed us during the interview process with his quick thinking, intellect and caring personality. We had high expectations for him when he joined our firm and we are proud to say that he has exceeded those expectations!
Tyler studied for and passed the Series 65 exam before he even joined our firm and the financial services industry, so when he came on board he was already able to help us serve our clients. Then he decided to take the CFP® (Certified Financial Planner™) exam, which takes a lot of studying and dedication, and he passed the CFP® exam in early November of 2022. In order to earn his CFP® designation, Tyler needs to complete his three years of personal financial planning work experience, of which he has now completed one year while at Runey & Associates Wealth Management.
While studying and getting ready for the CFP® exam, Tyler never missed a beat in the office and he has taken over many tasks from both Jamie and Linda and is helping Runey & Associates Wealth Management continue to provide an exceptional client experience. Tyler’s positive attitude and willingness to go the extra mile is an inspiration to us all. As a result, Tyler has also earned a promotion from Associate Financial Advisor to Financial Advisor!
We are grateful to have Tyler on our team and we are excited to see what the future holds for him and our firm. Please join us in congratulating Tyler on his achievements and wishing him all the best for the future!