Garrett Peterson

Garrett serves as a Client Development Specialist, where he focuses on cultivating new relationships, driving client engagement initiatives, and leading proactive outreach efforts. He brings four years of experience in business development and technology sales, and is excited to apply his client-centric approach to the financial services industry.

Garrett holds the Series 66 license, has passed the SIE exam, and plans to pursue CFP® certification. He earned a Bachelor of Arts in Business Administration (Finance) and Spanish (Literature & Culture) from the University of Oregon.

Outside of work, Garrett enjoys spending time outdoors—skiing, mountain biking, fishing, and camping. He is fluent in Spanish, has backpacked extensively through South America, and spent four seasons working on a commercial salmon fishing boat in Alaska.