Shawn Peters

Shawn Peters focuses on both marketing and operational efficiency at the firm. His 11 years of experience in the financial industry spans portfolio and investment management, client and technology support, data reconciliation and analysis, and serving as an Investment Advisor Representative and Financial Advisor. He's currently studying to obtain a CERTIFIED FINANCIAL PLANNER™ designation — to provide a more holistic financial approach for clients — and a Certified Kingdom Advisor designation, to assist with Biblically based financial planning, directed giving, and investing. Shawn oversees the firm's technology needs, operational workflows, marketing campaigns, and ongoing client outreach. His goal in all of it is the same: empowering the staff to serve clients with the utmost care, and impacting the broader community to expand God's Kingdom throughout the financial industry.

Designations & Certifications

• Series 65 Uniform Investment Advisor Registration

More About Shawn

• A three-year, Summa Cum Laude graduate of Liberty University (2008) with a degree in finance.
• His wife, Jenna, is the oldest daughter of Bob and Rachael Barber.
• Shawn and Jenna have been married for 17 years. They have three children — a 7-year-old boy, a 4-year-old girl, and a 1-year-old boy.
• Shawn has a positive can-do attitude, loves people, and, most of all, loves the Lord Jesus Christ as his personal Savior.
• Both Jenna and Shawn are heavily involved in the New Braunfels community — including the New Braunfels Humane Society, leading Bible study groups, and their local church.