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.
Latest Insights
The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
Read more
Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
Read more
Why Equal Isn't Always Fair: Rethinking Inheritance in Complex Families
Most parents assume splitting everything equally is the fairest choice. The families who plan most thoughtfully often discover it isn't that simple.
Read more
