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Meet Your Financial Partner

Brian K. Peterson, CFP®, CPWA®, MBA Photo Brian K. Peterson, CFP®, CPWA®, MBA Hover Photo

Brian K. Peterson, CFP®, CPWA®, MBA

Founder & Financial Planner

As a life-centric financial planner, I'm focused on your peace of mind as much as (if not more than) your financial prosperity. The moment when I get to see my clients sit back, relax in their chair, and realize that they are going to be okay always fills me with a sense of duty, purpose and pride. Those feelings keep me motivated to guide my clients through the process of achieving their financial goals and life dreams.

I received my BA degree in biology from the University of Montana, then went on to get my MBA from the University of Minnesota. I also am a CERTIFIED FINANCIAL PLANNER™ professional, meaning I've completed rigorous training and exams, and I have agreed to adhere to the board's code of ethics and standards of conduct as an advisor. Before becoming an advisor, I worked for a boutique consulting company advising private equity and corporate clients on their acquisitions, and I also worked in project management for a Fortune 500 company. In 2008, I became a financial advisor and served at various firms until I founded Endurance Financial Group in 2021. Throughout all of my past experiences, the part of my background that is most important to me is that I am a veteran. I served in the U.S. Army most recently as a chemical officer. Joining the military was a dream of mine ever since I was 10 years old, and I look back in admiration of my time serving.

Outside of work, I first and foremost am a dedicated husband and father. My wife, Cara, and I have a blended family of 5 kids, 2 dogs and a cat. We enjoy daily walks with our dogs. In my free time I enjoy running—it’s when I can enjoy nature and unwind. I have completed 7 marathons so far and plan to participate in one on each continent (yes, that includes Antarctica)! Reading, traveling and attending Eagle Brook Church with my family are a few of my other favorite things to do.

Certified Financial Planner

XY Planning Network

RCL Advisor

Financial Planning Association

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