Tyler is our Operations Manager where he oversees the day-to-day investment trades and client account operations. Tyler has a degree in Business Administration. Previous to joining Peterson Wealth, Tyler worked in the financial industry at E*Trade and Morgan Stanley and led the development of several new departments, and implemented dozens of policies and procedures to improve quality and efficiency.
Tyler enjoys gardening, cooking, listening to audiobooks, and spending time with his family. He also likes to hike, camp, and playing card games. Tyler is married to Lisa and together have five children that keep them very busy between their soccer and basketball games, concerts, and academic events.
A few questions
- How does your role help the client experience?
- We strive to be adaptable and responsive to our clients’ needs by understanding that every client’s situation and needs are different. Having a Kaizen mindset; continuing to improve and create efficient and seamless processes, allows us to focus on building confidence by making the process as simple as possible while maintaining a high degree of quality and attention to detail. In short, building trust by providing consistent high-quality service.
- What would you want a prospective client to know about Peterson Wealth Advisors?
- At Peterson Wealth we care for each client. It’s part of our culture and drives our actions. I feel what we have is exceptionally rare, especially in the finance industry. We prioritize our clients and their financial well-being while establishing an enjoyable work/life balance. I really enjoy coming into the office every day.
Ready for a conversation?
Schedule a complimentary Retirement Income Strategy session with one of our advisors.