Shawn Peters

Shawn Peters focuses on both marketing and operational efficiency at the firm. His experience in the financial industry includes portfolio and investment management, client and technology support, data reconciliation and analysis, and acting as an Investment Advisor Representative and Financial Advisor. Shawn is currently studying to obtain a CERTIFIED FINANCIAL PLANNER™ designation (to provide a holistic financial approach for our clients) and a Certified Kingdom Advisor designation (to assist in Biblically-based financial planning, directed giving, and investing). Shawn oversees the firm’s technology needs, operational workflows, marketing campaigns, and ongoing client outreach. His main objectives in all these areas are empowering the staff to serve clients with the utmost care and impacting the community at large to expand God’s Kingdom throughout the financial industry.

More About Shawn

• Shawn was a three-year Summa Cum Laude graduate of Liberty University in 2008 with a degree in finance.
• Shawn’s wife, Jenna, is the oldest daughter of Bob & Rachael Barber.
• Shawn and Jenna have been married for 15 years. They have a 6 year-old boy, a 3 year-old girl, and a new baby due in June 2025.
• Shawn has a positive can-do attitude, loves people, and, most of all, loves our Lord Jesus Christ as his personal Savior.
• Both Jenna and Shawn are very involved in the New Braunfels community in various ways, including heavy involvement in the local New Braunfels Humane Society, leading Bible Study groups, and attending their local church.