- 210-591-6314
- [email protected]
- 17422 O'Conner Rd, San Antonio, TX 78247
About Us
One Great Idea Can
Can make All The Difference
Our professionals are ready to help you prepare for a successful future. Whether you are just getting started, or have complex needs, Burkhart Peterson is here to assist.
Berry Burkhart, CPA
CO CEO
Berry Burkhart, CPA
CO CEO
As a CPA, Investment Advisor and
Insurance agent, I am well positioned
to help you with all your financial and
tax planning needs.
Donald Peterson, CPA
CO CEO
Donald Peterson, CPA
CO CEO
Over 25 years working with
individuals and business owners
to develop and implement tax,
insurance, and retirement plans for
them and their employees.
Eli Howard
Advisor - Wealth Watch Advisors
Eli Howard
Advisor - Wealth Watch Advisors
Over 25 years working with
individuals and business owners
to develop and implement tax,
insurance, and retirement plans for
them and their employees.
Hunter Shields
Benefits Coordinator
Hunter Shields
Benefits Coordinator
Hunter acts as a first point of
contact for our clients, helping them
understand their goals and create an
effective plan for their future.
James Jurica
Advisor - Wealth Watch Advisors
David Shields
CEO - Wealth Watch Advisors
David Shields
CEO - Wealth Watch Advisors
With over 25 years of experience,
David works primarily with high-networth
clients helping them reduce
taxes and maximize investment
earnings.
We Will Help You Every Step Of The Way
It’s easy to schedule a no-obligation overview with us:
Simply call, email or follow the link to be directed to calendar
where you can request a meeting online.
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