Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Fort Worth
Client Advisory
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.
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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