About Our Team
Chris Peters, CFA
Senior Vice President | Financial Advisor
Dan Peters, JD
Senior Vice President | Financial Advisor
Dan's background in accounting and law provide him the unique ability to assist clients in the areas of taxation and estate planning. Accordingly, he is able to help his clients understand the advice they have received from attorney's...
Rod Thacker CLU®, CHFC®, AEP®
Senior Vice President | Financial Advisor
Rod is a Financial Advisor on our team. His focus is on strategic planning for high net worth individuals, corporate executives and business owners. He also specializes in executive benefits, deferred compensation, insurance strategies...
Mark Duffy
Senior Vice President | Financial Advisor
Mark is a Financial Advisor on our team. His focus is creating customized investment strategies for multiple generations of clients in all stages of life. Mark has over 40 years' experience in the financial industry. He holds the...
Michael Clark, CFP®, EA
Assistant Vice President | Associate Financial Advisor
As a Certified Financial Planner professional, Michael brings his expertise in comprehensive financial planning and holistic wealth management to the Peters Group and their client relationships. Michael was born and raised in...
Owen Valasek
Associate Financial Advisor
Melissa Sende
Senior Client Specialist
Melissa is a Senior Client Specialist serving as the dedicated client service contact for the Peter’s Group. Melissa is originally from Minnesota but grew up in Tucson, Arizona. Melissa has been in financial client services for almost...
Kayla Murphy
Client Assistant
Originally from Louisville, Kentucky, Kayla now calls Denver home. She earned her degree in Marketing and Communication from the University of Louisville in 2016. With over five years of experience in the financial services industry,...
Heath McAteer, CPA, CFP®
Tax Strategist | Vice President
Melanie Schmieding, CTFA
Director of Baird Family Wealth
Andy McKay
Business Owner Solutions | Managing Director
Michael Oehler, JD, LLM
Wealth Strategist | Senior Vice President
Michael Oehler is a Wealth Strategist supporting clients and advisors in Baird’s Western market. He has over 20 years of experience advising clients on their estate, tax, financial and wealth planning needs. Prior to joining Baird,...
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.