Peter is a Senior Partner and Individual Securities Specialist with KOM Wealth Management Group. He is a Certified Financial Planner™ professional an Investment Advisor Representative.
He offers experience in both financial planning and accounting. He holds both a Bachelor of Finance and Operations Management Degree and a Master’s degree in Accounting from the University of Wisconsin Oshkosh.
Peter began his professional career as an Auditor for Grant Thornton CPAs. He then became an accountant for Gold Bond, located in Green Bay, Wisconsin. In 1986, he became a financial advisor for Ameriprise Financial, formerly American Express financial Advisors. In 2007, Peter became a founding partner of Kerntke Otto McGlone Wealth Management Group. Peter focuses on helping his clients meet their retirement goals, ensuring a comfortable retirement income, building and maintaining family wealth, and minimizing the risks associated with wealth accumulation. He works with his clients to help them develop a systematic strategy, while taking into account tax issues, to meet their financial goals with reduced volatility.
Peter enjoys golfing, biking, traveling, and spending time with family.
David is an Associate Advisor with Kerntke Otto McGlone Wealth Management Group. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Wisconsin Oshkosh. He is a licensed Investment Advisor Representative and a Certified Public Accountant.
David began his professional career as a tax intern with Kimberly Clark Corporation. From there, he worked in the tax departments at Shopko and in various accounting firms before taking the leap to start his own firm, Donze CPA LLC. Pete and David met in 2015 and quickly realized their shared views and passion in helping clients achieve their financial goals.
In 2020, David became a member of Pete Kerntke’s practice and brings with him 16 years of tax and accounting experience. He enjoys assisting Pete in helping clients meet their current planning needs and future financial goals.
David and his wife Liz reside in the Appleton area with their young son Eli. The family enjoys spending time together playing card games, exploring the outdoors, and staying active. Keeping physically fit is a priority in David’s life.
Sharon is a Client Service Coordinator with KOM Wealth Management Group, primarily dedicating her time to assisting the clients of Pete Kerntke and Mike Otto. She delivers prompt client services while maintaining a positive, empathetic, and professional attitude. Sharon is detail-oriented and provides the strong link between valued clients and their financial advisors.
She has been with KOM Wealth Management Group since 2008. Sharon brought ten years of valuable experience in the financial industry in the Appleton area where she served as a Customer Service Representative and Loan Officer. Her knowledge and experience give Sharon the confidence to help each client with respect and the utmost in client services.
Sharon lives in Appleton with her two children, Katlin and Carter. The family enjoys their time with family, friends, and their two dogs. They enjoy watching sporting events, biking, and spending time outdoors.