Peter is a Financial Advisor with Wells Fargo Advisors based in Oklahoma City.  Peter helps individuals achieve their investment goals by advising them across the spectrum of financial topics.  He considers it a privilege to serve clients and deeply appreciates the trust vested in him by them.  

“Listening and learning are two of my favorite things to do.  I get to do this every day in my role through my conversations with clients.” 

Peter began his career in wealth management at the J.P. Morgan Private Bank.  He started with J.P. Morgan in Chicago as an intern, and then joined the firm spending three years in Denver on a team overseeing more than $2B in client investment and credit positions.  In 2015, Peter moved back to Oklahoma City with J.P. Morgan to work on the investment desk helping clients manage their investment portfolios and execute brokerage trading across all asset classes.  Seven years ago, he joined Wells Fargo Advisors and has served his clients here since that time.  

Peter graduated cum laude from Oklahoma City University with degrees in Finance and Economics.  He is a native of Oklahoma, and lives with his wife, Shantel, and their four children.  He loves all things outdoors, playing and listening to music, and watching sports. 


CA Insurance License Number: 4342626. Resident State OK

Teresa began her career in the financial industry 40 years ago.  She joined Wells Fargo Private Bank in August of 2016 and transitioned to Wells Fargo Advisors in 2020.

Teresa loves working with a team that puts the client first. She is patient, kind and nurturing to those she supports and the clients she serves. 

Teresa was born and raised in Norman, Oklahoma.  She was the youngest of five children.  She enjoys the outdoors, gardening, and working with dogs.  She and her husband have two boys, a daughter-in-law, and a precious grandson.


CA Insurance License Number: 4118726. Resident State OK