How I Can Help You

Iverson is a Research Operations Specialist at Pence Financial Group, where he supports the firm’s investment research, portfolio analysis, and financial planning efforts. He works closely, assisting advisors who evaluate investment opportunities, build comprehensive financial plans, and develop strategies aligned with clients’ long-term goals. He is currently pursuing advanced professional designations to bring even greater expertise to clients and the firm.

What Makes Me Knowledgeable

Iverson graduated from Northeastern University with a degree in Finance and holds both the Series 7 and Series 66 licenses through LPL Financial. Prior to joining Pence Financial Group, he worked at Helmsman Financial Strategies, where he conducted investment research, portfolio analysis, and financial planning support for retirement-focused clients. He also gained institutional investment management experience at Wellington Management, supporting foreign exchange operations for global investment portfolios. These experiences have provided him with a strong foundation in investment analysis, portfolio construction, and financial planning.

Getting to Know Me

Originally from Richmond, Virginia, Iverson is passionate about investing, financial markets, and continuous learning. Outside of work, he enjoys traveling, exploring different cultures, playing basketball, and trying new restaurants.