PEYTON IVERSON

Client Service Associate

About

Peyton is a Client Service Associate who brings a focused, disciplined approach to Beratung Advisors. A former NCAA Division I collegiate golfer, he channels the same preparation, analytical precision, and commitment to excellence into the client service experience. Peyton is looking forward to delivering thoughtful guidance and empowering clients toward achieving their long-term goals.

My Core Values

FamilyGrounding every action in loyalty, care, and lasting support for those who matter most.

DisciplineCommitting to the preparation and habits that produce long-term excellence.

AccountabilityTaking complete ownership of every commitment, action, and result.

GrowthCommitting to continuous self-improvement.

StewardshipServing others with humility, precision, and trust.

Contact Peyton

Bachelor of Science in Finance | Robert Morris University

NCAA Division I Student-Athlete — Fostered peer accountability, team discipline, and daily execution in high-stakes competitive environments.

The Go-Giver by Bob Burg and John David Mann

Our Team

Michael Sullivan, CFP®

Executive Vice President

Christopher A. Dulovich, CFP®, AWMA®

Vice President

Scott A. Steiner, CFP®

Director of Financial Planning

Sarah Buchko

Executive Assistant

Peyton Iverson

Client Service Associate

Mya Bolinda

Branding Coordinator

Amanda Furer

First Impressions Coordinator

Timothy J. Sparks, MBA

Chief Operating Officer

Gregory A. Furer, CFP®, CKA®, CRPC®, CPFA

Chief Executive Officer

We Educate And Empower Our Clients

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