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.
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.