Alumnus of the Month

Alumnus of the Month

June 2019 Alumnus -
David Peters, CPA, CLU®, ChFC®, CFP®, CPCU, CGMA
Founder and Owner
Peters Tax Preparation & Consulting, PC

Dave Peters is the founder and owner of Peters Tax Preparation & Consulting, PC and a financial advisor and outside representative for Carroll Financial Associates. In these roles, Dave works with individuals and families on tax and retirement planning strategies. He also consults with start-up and small businesses on tax and operational issues. With over fourteen years of experience in financial services, Dave is a national continuing education instructor for the American Institute of Certified Public Accountants (AICPA), Surgent, and Kaplan Professional; speaking and teaching regularly on tax, risk management, financial planning, and ethics issues. He regularly teaches insurance continuing education courses in the Charlotte area and has been a moderator and discussion leader for The American College of Financial Services. Dave contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures, and is a co-author of the 2018 and 2019 Virginia CPA Ethics courses – required courses for all CPA’s licensed in the Commonwealth of Virginia. 

In 2003, Dave graduated Magna Cum Laude from Valparaiso University in Indiana. He holds four masters degrees – a Master’s Degree in Taxation from the University of Illinois, a Master’s Degree in Divinity from Pittsburgh Theological Seminary, an MBA from Virginia Commonwealth University, and a Master of Science in Financial Services from The American College. Dave is currently pursuing his PhD in Financial and Retirement Planning from The American College. Dave has been a CPA for 15 years and holds several professional designations. In 2013, he earned his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College. 

When he is not traveling, Dave is involved in several education, faith, and community-based causes in the Richmond and Charlotte area. He is a graduate of Leadership Metro Richmond, a local community awareness and outreach program. He is a loyal supporter and regular volunteer for local area food banks, as well as Junior Achievement in Virginia, North Carolina, and South Carolina. 

Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated. 454 South Anderson Road, Suite 124, Rock Hill, SC 29730. 

Past Alumni of the Month

May 2019
Gib Surles, CLU®, ChFC®, CFP®, AEP®, MSFS
Principal and Founder
The Forrest Group, LLC

April 2019
Kathie Herbst Okun, ChFC®, CLU®
Okun Financial Group

March 2019
Jeffrey King, MBA, CFP®, CLU®, AAMS®
Financial Advisor
Fidelis Financial

February 2019
Brooke Zrno Grisham, ChFC®, CLU®, AEP®
Vice President, CEO
The Nautilus Group®

January 2019
Christopher St. John, CFP®, ChFC®, CASL®, CLU®, CDFA, EA, CFE, AEP®, CAP®
Carolina Wealth Advisors

December 2018
Todd Tweet, CLU®, ChFC®, CASL®, RHU®, RICP®, MSFS
Sales Leader
State Farm

November 2018
Anand Nair, MSFS
Wealth Management Advisor
WestPac Wealth Partners

October 2018
Lisa Webster, AIC, ChFC®, CLU®, RICP®, CLF®
Sales Leader
State Farm Insurance and Financial Services

September 2018
Rod Barnes, PhD, CFP®, ChFC®, CLU®, AEP®
Private Wealth Advisor
Ameriprise Financial Services, Inc.

August 2018
Matt Lueder, MSFS, CLU®, ChFC®, CFP®, AEP®, CAP®, CASL®, CLF®, RICP®
Managing Partner
Northwestern Mutual

July 2018
John Thomas, CLU®, ChFC®, CFP®, MSFS
President and CEO
Financial Pathways Group

June 2018
Max Rooney, CFP®, CIMA®, ChFC®, CLU®, RICP®
Wealth Management Advisor
TIAA Individual Advisory Services

May 2018
Regina Bedoya, CLU®, ChFC®, RICP®
RB Financial Advisors

April 2018
Russell DeLibero, PhD, CFP®, ChFC®, CLU®
Director, Ayco Wealth Strategies Group
Goldman Sachs

March 2018
Kelly Kidwell, CLU®, ChFC®, CFP®, LUTCF, CSPG
Chief Executive Officer
Pacific Advisors

February 2018
Michael C. Doolittle, CLU®, CLF®, RICP®
Chief Development Officer
Northwestern Mutual

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