Dante Peterson

Associate Wealth Advisor
Dante Peterson
This email address is being protected from spambots. You need JavaScript enabled to view it.

Dante Peterson is part of the Advisory Team at TMD and helps high net-worth individuals and families with their retirement, cash flow, education, and financial planning needs. He is passionate about building long-term relationships and assisting clients reach their financial goals.

Dante was raised in Kansas City before moving to Phoenix to attend Arizona State University. He will be graduating with honors in May of 2022 with a degree in Financial Planning. Dante started at TMD in June of 2021 as an Intern and has since become an Associate Wealth Advisor after obtaining his series 65 license. Dante is now working towards his Certified Financial Planner™ designation and plans to take the exam post-graduation.

Primary Duties at TMD Wealth Management

  • Facilitates tax, retirement, estate, and other financial planning strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Coordinates with our clients’ other advisors on wealth planning strategies