Wayne Peterson

Founder, President
Registered Investment Advisor

Wayne brings over 40 years of "hands-on" business management experience—with large and small companies—to the unique needs of closely-held businesses, their owners and families.

He entered financial planning in 1987 and has been managing client wealth for 30 years.

Wayne is a graduate of the U.S. Air Force Academy, with a Master's degree from Southern Methodist University. He served 5 years with the U.S. Marine Corps as a fighter pilot and is the father of 5 daughters. He lives with Diane, his wife of 42 years, in the Austin area.