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Michael J. Peters CFP®, CPAVice President, Financial Advisor

  • 60 West Broad Street, Suite 300
    Bethlehem, PA 18018

Mike joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Prior to joining CAPTRUST, Mike served as director of financial planning at McQueen, Ball & Associates where he was responsible for trust and estate management, tax reviews, and comprehensive financial planning. He earned a Bachelor of Science degree in accounting and finance from DeSales University. Mike is also a certified public accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation.

EDUCATION

  • Bachelor of Science degree in accounting and finance from DeSales University

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Personal Profile

Hometown:
Lehigh Valley, PA
Favorite Book or Movie:
The Tipping Point | National Lampoon's Christmas Vacation
Ideal Dinner Guest:
Jesus, Albert Einstein, and Richard Branson
Words to Live By:
"Imagination is everything, it is the preview of life's coming attractions" - Albert Einstein
Qualities I Admire in People:
Honesty, integrity, and humility.