Meet Billy

Meet Billy

Peterson Wealth Services’ Point of View:  Meet Billy   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Shaun Peterson – CDFA®, Financial Advisor, RJFS   Shaun interviews Billy and asks him a few questions about his professional and personal...
Reflections

Reflections

Peterson Wealth Services’ Point of View: Reflections In light of recent events, we wanted to share this video with you. Billy and Shaun discuss the current market position and reflect on what was happening just a few short months ago.
Meet Molly

Meet Molly

Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Molly Hardy – Administrative Assistant Billy asks Molly a few questions about her personal life and her role here at Peterson Wealth Services.
Meet Cade

Meet Cade

Peterson Wealth Services’ Point of View: Meet Cade   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Cade Peterson – Branch Associate, RJFS   Billy asks a few questions about Cade’s role here at Peterson Wealth Services and what he plans to do in...
Meet Shaun

Meet Shaun

Peterson Wealth Services’ Point of View:  Meet Shaun   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Shaun Peterson – CDFA®, Financial Advisor, RJFS   Billy interviews Shaun about his personal life and his role at Peterson Wealth...
Meet Maggie

Meet Maggie

Peterson Wealth Services’ Point of View:  Meet Maggie   Billy Peterson – CFP®, CDFA®, Financial Advisor, RJFS Maggie Pigg –Branch Administrator, RJFS   Billy interviews Maggie, our Branch Administrator. Originally from Virginia, Maggie has been with Peterson...