2019 Surgent Outstanding
Discussion Leader
Outstanding Discussion Leader Award is awarded to show appreciation for Surgent instructors who demonstrate exceptional knowledge of the course subjects and the ability to present that information. The criteria used to determine these awards comes directly from classroom participants. To be eligible, an instructor must: Teach at least 15 seminar days per year, demonstrate an overall average for Knowledge and Presentation skills of 4.5 or higher on a 5.0 scale.
*Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
David Peters
Founder, Owner, & Financial Advisor
David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Education
The American College
Bryn Mawr, PA
Ph.D. Financial Planning & Retirement Income - Current
M.S. Financial Services - 2014
Virginia Commonwealth University
Richmond, VA
M.B.A. - 2011
Pittsburgh Theological Seminary
Pittsburgh, PA
M.Div. Master of Divinity - 2006
University of Illinois
Champaign, IL
M.S. Accounting - 2004
Certifications
Certified Financial Planner (CFP)
Since December 2013
Certified Life Underwriter (CLU)
Since June 2013
Certified Financial Consultant (ChFC)
Since June 2013
Certified Property & Casualty Underwriter (CPCU)
Since May 2013
Activities & Associations
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Board member at Leadership Metro Richmond
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American Institute of Certified Public Accountants:
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Young Member Leadership Committee (since 2016)
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Member Retirement Committee (since 2016)
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Certified Global Management Accountant (CGMA)
Since July 2012
Certified Public Accountant (CPA)
Virginia CPA License #34537
North Carolina CPA License #40350
South Carolina CPA License #9761
Operations Manager
Brianne White is the Operations Manager at David Peters Financial Group & Peters Professional Education. A University of Virginia graduate, Brianne has a wealth of diverse experience—having spent time as an executive assistant at an engineering firm, as an assistant at a hedge fund, and also currently owning a property and lifestyle management company. Outside of work, Brianne enjoys playing the piano and taking in some musical theater with her daughters and many pets.