Our Team
-
William Peterman- CPA, CFP
Founder and CEO of Peterman Financial Group, Inc
-
Katie Horton
Paraplanner & Operations Manager
-
Nathan Boyle- MS, CFP, MRFC
Vice President and Chief Investment Officer
-
Kale Gentry, CFP, RFC
Senior Wealth Advisor
-
Anna McCormick, MD, RFA
Associate Wealth Advisor
-
Amanda Wiley
Admin. Asst. & Director of First Impression's