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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

Peter serves as a Financial Advisor with First Investments & Planning, taking a focused approach to helping clients organize their financial lives and define long-term objectives. He works with individuals, families, and business owners across key areas including retirement planning, wealth accumulation, and long-term financial strategy with an emphasis on clarity and informed decision-making.

Credentials

With more than 35 years in the financial services industry, Peter has built his career at a leading financial institution, cultivating deep, trusted relationships with individuals, families and business owners. He develops and implements comprehensive wealth management strategies that integrate investment management with broader financial guidance. His approach emphasizes honest and clear communication with ongoing collaboration to help clients stay aligned with their objectives as their financial circumstances evolve.

Peter earned his bachelor's degree in business management from William Jewell College. He holds Series 7, 52, and 63/65 securities registrations, and life and health insurance licenses.

Passions

Based in the Kansas City area, Peter values being part of a community where he can build lasting relationships and stay connected to the people he serves.

Outside of the office, he enjoys traveling with a particular love for mountains and the Great Outdoors, along with spending quality time with family and friends. He is known for a steady, practical approach and values consistency in both his personal and professional life. Peter is married to his wife Kim of 35 years, and they have three grown children.

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

Investment products are:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 Investment Products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.