Karl Petersen

Director of Business Development

Karl joined in 2016 and serves as Director of Business Development – Delta Air Lines. He has a passion for helping others, especially concerning the challenges and complexities of airline retirement plans.

Karl holds a BS in Operations Management from the University of Arizona and an MS in Systems Management from the University of Southern California. Karl is an A330 Captain for Delta Air Lines and holds the Series 65 Securities License.

Karl was an F-16 pilot in the US Air Force and flew 35 Combat sorties in Operation Desert Storm. He is an avid hiker and musician, and enjoys camping and spending time with his family.

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If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.

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