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Biography

Peter is a Partner in the Fort Worth office. He specializes in wealth management services and planning for high-net-worth individuals, families, and businesses.

Prior to joining Cerity Partners, Peter worked at Karsten Advisors as a Senior Advisor where he focused on comprehensive wealth management, estate planning, insurance and tax consulting for high-net-worth individuals. Before Karsten, Peter was a Senior Associate at PriceWaterhouseCoopers in the firm’s financial services practice.

Education

  • M.S. in Accounting from Texas Tech University

Highlights

  • Certified Public Accountant

Q & A

Q:

Why is your work important, especially today?

Dealing with the complexity of taxes, investments and estate planning requires abundant time and attention. My clients rely on me to construct a plan tailored to them that addresses their unique goals.

What differentiates Cerity Partners from other firms in our space?

We are highly specialized to create and design sophisticated strategies to address the needs of our clients.

How would you describe your best day doing what you do?

Providing my clients peace of mind and that sigh of relief.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.