T.J. Peterson, EA
Client Services Manager
Department: Client Service
Education: Bachelor of Arts in business & human resources management from Simpson University
T.J. joined the team when AWA Wealth Management became Modern Wealth Management in September 2026. She provides a vast range of client customer service needs and assists advisors with tax planning for clients. T.J. became an Enrolled Agent with the IRS in 2013 and completed her FINRA Series 6 & 63 and became a Registered Administrative Associate in 2011.
T.J. started at AWA Wealth Management in January 2004. She has enjoyed getting to know our clients to better understand their specific situations and strives to serve them with a high level of care and professionalism. Outside of work, T.J. enjoys exploring the outdoors. Some of her favorite activities include fishing, camping, and hiking with her family and friends.