Designations and Licenses
Peter is a licensed health, life and variable annuity insurance agent.
Experience and Education
Peter focuses on providing clients with a wide range of financial solutions based on each client’s individual financial needs and long-term goals.
Prior to joining Mariner Wealth Advisors, Peter was a financial planning consultant and client development manager at Avantax (formerly known as HK Financial Services). In those roles, he worked directly with Certified Public Accountants to assess the financial situations of their clients and develop strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles. Peter was also a strategic advisor to over 100 CPA affiliates across the country and was tasked with expanding their wealth management relationships with clients.
Peter holds a Bachelor of Science in business administration degree in finance from Creighton University in Omaha, Nebraska.
In his free time, Peter likes to travel and spend time with his wife, three children and Labrador Retriever. He also enjoys golf, fishing, hunting, downhill skiing and running.