Peter Ross, CPA, CFP®

A headshot photo of Peter Ross

Wealth Advisor

Peter has been with the firm since early 2021. He obtained his BBA from Hope College with majors in public accounting and business management. After school, he started his career working in tax for private wealth individuals and private equity firms at Deloitte Tax in Grand Rapids. He obtained his Certified Public Accountant (CPA) license and recently earned the Certified Financial Planner (CFP®) designation.

Peter was taught sound financial principles throughout his life, which has inspired him to help others achieve financial independence and contentment. Peter is focused on serving business owners and their families in aligning their investment portfolio with their personal and financial goals. He leverages his previous tax experience to blend investment decisions with logical tax planning.

Peter and his wife Bridgitt are always seeking out new experiences and growing in Grand Rapids. Peter enjoys spending time with family, golfing, and meeting new people.