Staff

Greg Peterson, CPA/PFS

Helping small businesses, their owners and individuals to be financially successful by building a long-term plan to meet their financial goals, educate their children and provide for endowments to charitable organizations while
planning for retirement has provided Greg with career achievement resulting in client satisfaction as well as a sense of personal accomplishment.

Greg graduated in 1976 from Loma Linda University in Riverside, California with a Bachelors degree in Accounting. His resume is
enhanced by a designation of Personal Financial Specialist in 2000 from the American Institute of Certified Public Accountants.

Greg is licensed in Idaho, California and Washington and
is a member of both the American Institute of Certified
Public Accountants and the Idaho Society of Certified
Public Accountants. Greg is active in firm management
and serves a wide range of clients from construction,
manufacturing, service and retail sectors. Greg’s clients
rely on his wisdom for building wealth, managing assets
and focusing on direct financial planning that minimizes
tax assessment.

Greg began his career in Chehalis,Washington, but
moved to Ketchum in 1980 after choosing to join
Dennis and Mike over Price Waterhouse. Greg was
made a partner in the firm in 1986.

Greg’s passion for performance spills over into the
recreational side of the valley with his enjoyment of outdoor
activities throughout the year. Greg enjoys Baldy’s best ski runs in the winter and the Valley’s most extensive mountain bike trails in the summer.

Greg and his wife Mary have raised two sons while in the
valley, dedicating themselves to a healthy, vigorous family
life. That dedication to family is complemented by a dedication to community with Greg’s involvement in the Ketchum/Sun Valley Chamber & Visitors Bureau as well as the Ketchum/Sun Valley Rotary Club.