Greg Peterson, Ph.D., MBA, CFA, CFP®
Founder
As a highly experienced investment and financial planning professional, I have extensive knowledge of the many aspects of successful wealth management.
My skills include strategic and tactical planning, big picture thinking, clear client communication, investment insights and technical expertise.
On a personal level I enjoy spending time with my wife and our three adult children, traveling, cooking, and debating art, music, politics and science. Depending on the season and available time, I enjoy playing ice hockey, figure skating, studying yoga, wakeboarding and taking kiteboarding lessons. You can learn more about my background and experience below.