Casey Peterson, CPA, AEP, PFS
Casey Peterson,CPA, AEP, PFS
We want to introduce our founder, Casey Peterson. His goal in 1977, and to date, was to interact with his clients and fellow workers with a trusting and superior care. He drives his leadership and service from a compassionate and family-valued orientation.
Casey has extensive experience in business as an owner, investor, and Board of Directors member for closely-held and publicly-held entities. With over 40 years' experience, his skills include all aspects of taxation, business transactions and succession, wealth accumulation, and personal financial planning. Industry exposures includes agriculture, healthcare, real estate, financial services, and closely-held family businesses.
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We’re looking for clients who believe in good customer service. Clients who want CPAs, accountants, and financial advisors who are big picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk. Let's get in touch.