Mark Peterson

Co-CEO

With over 30 years of experience in the financial services industry, Mark Peterson has built a reputation as a collaborative leader and trusted business partner. His career began as a Financial Advisor with American Express and Piper Jaffray, giving him a firsthand understanding of the challenges and opportunities advisors face every day. After time in a corporate leadership role and nearly a decade working as a key member of a high-producing advisory team, he transitioned into senior leadership. As Branch Manager and later Market Director at Baird for more than 20 years, he built a thriving network of five offices, nearly 100 associates, over 50 million in revenue, and over $8 billion in assets under management. From recruiting top-tier financial advisors to mentoring teams, he has been deeply involved in every part of growing a successful advisory business. What sets Mark apart is his commitment to true partnership with his colleagues. He treats every advisor as unique, tailoring support and strategy so they can do their best work for their clients. Many of the relationships he has built over the years have turned into lifelong friendships, which is a testament to his integrity, consistency, and hands-on leadership style.