Peter Schnobrich

I grew up in Dallas in a tight-knit community where the families of retired military officers and airline pilots were our extended family. That environment is what grounded me in the values I still hold. Following his time in the Air Force, my father flew for Southwest Airlines and was a small business owner. Watching my parents navigate this planted the early seeds to understand how each one creates its own unique financial challenge.

After graduating from the Air Force Academy, I spent 21 years in the military. During that time, two things became clear. First, I loved the planning process—taking something messy, giving it structure, preparing for the unexpected, and communicating it in a way that instills confidence. Second, I found a genuine passion in working with people. As an officer and an instructor, I learned it was my responsibility to meet people where they are.

My approach focuses on full-spectrum financial planning because my clients need more than portfolio management—they need an advisor who understands the complexity of their whole financial lives. My goal for each client is to reach a place where their finances feel under control—visible and understood when needed, but not a constant source of stress. That balance is unique for each individual and family, as it should be.

Peter holds his Series 7 and Series 66 licenses and is a Certified Plan Fiduciary Advisor (CPFA).