- 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.
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/Our-attorna_img-1.jpeg)
Berry Burkhart, CPA
CO CEO
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/Our-attorna_img-1.jpeg)
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.
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/don_about.png)
Donald Peterson, CPA
CO CEO
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/don_about.png)
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.
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2023/07/elihoward.png)
Eli Howard
Advisor - Wealth Watch Advisors
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2023/07/elihoward.png)
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.
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/hunter_about.png)
Hunter Shields
Benefits Coordinator
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/hunter_about.png)
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.
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2022/10/james_about.png)
James Jurica
Advisor - Wealth Watch Advisors
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2023/07/davidshields_bp.png)
David Shields
CEO - Wealth Watch Advisors
![](https://burkhartpetersonfinancial.com/wp-content/uploads/2023/07/davidshields_bp.png)
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.
©2022. Burkhart Peterson Financials. All Rights Reserved.