Peter J. Hartwick | Private Wealth Manager
Pete’s overarching commitment and focus is to work closely with you, the client. He uses a variety of global resources and specialists to develop personalized short and long term strategies to help meet all aspects of your financial goals. Prior to joining Personal Financial Group, Pete was a private wealth advisor with UBS Wealth Management, where he received his private wealth management training and industry certifications. Before entering the financial services industry, Pete worked in the telecommunications industry with Centel and Sprint Corporation for 12 years, holding various executive and positions.
Pete currently holds the Series 7 and 66 security registrations through LPL Financial, as well as licenses to represent life and health insurance products. He received his Bachelor of Science degree in Electrical and Computer Engineering, and holds a Master of Engineering, both from the University of Colorado at Boulder. He is currently pursuing the Chartered Financial Analyst (CFA®) designation. Pete and his family live in the Overland Park area. He is active in the community through serving as the Treasurer and board member for the Thomas P. O’Sullivan Family Foundation and volunteering with the Girl Scouts of America’s outdoor activities programs. Pete enjoys cycling, golf and tennis.