Peter J Hartwick – Private Wealth Manager
Pete’s overarching commitment and focus is to work closely with you, the client. He uses a variety of global resources and specialists to develop personalized short and long term strategies to help meet all aspects of your financial goals. Prior to joining Personal Financial Group, Pete was a private wealth advisor with UBS Wealth Management, where he received his private wealth management training and industry certifications. Before entering the financial services industry, Pete worked in the telecommunications industry with Centel and Sprint Corporation for 12 years, holding various executive and positions.
Pete currently holds the Series 7 and 66 security registrations through LPL Financial, as well as licenses to represent life and health insurance products. He received his Bachelor of Science degree in Electrical and Computer Engineering, and holds a Master of Engineering, both from the University of Colorado at Boulder. He is currently pursuing the Chartered Financial Analyst (CFA®) designation. Pete and his family live in the Overland Park area. He is active in the community through serving as the Treasurer and board member for the Thomas P. O’Sullivan Family Foundation and volunteering with the Girl Scouts of America’s outdoor activities programs. Pete enjoys cycling, golf and tennis.
Chanel Fortier – Wealth Advisor
The world of investing had been of interest to me ever since I was a child. I grew up in a household, where the finances were mismanaged and witness my mother struggle in her retirement. This gave root to my underlying motivation and overall drive in life, aimed at guiding others to achieve financial success.
I enjoy all of the facets of the financial world, from retirement planning to the actual investment analysis and research, to the strategic problem solving needed to help clients pursue their financial security goals. Most of all, I enjoy my relationship with my clients and helping them with their financial needs. I want to make sure my clients know that we’re partners. I make it a point to fully understand their goals, mindset, viewpoint, concerns, wants and needs. I believe that ultimate financial success should be through a process of overall collaboration and built on trust. My passion is truly helping others. I am fortunate to be in the position to help my client’s with their complete financial lives for generations to come.
Being an independent advisor with an open architecture allows me to create customized plans and strategies. After working in the business for many years, my business partner and I created our ultimate vision – Paramount Private Wealth. A company where we can make a meaningful and significant impact in helping clients pursue their vision of financial success by offering strategies and guidance on “Anything Financial.”
In my spare time, I enjoy a plethora of hobbies such as gardening, traveling the world, reading, yoga, being a saltwater reef aquarium hobbyist, hitting the open road camping in my RV, dirt and mountain bike riding with my son, surfing, water and snow activities… just to name a few. I truly enjoy learning new things and always staying active in my career and personal life.
I look forward to the potential of partnering with and guiding you through the various stages of your life.
Chanel has over ten years experience in managing professional offices in a variety of businesses in the medical, legal, and financial industries. She is a graduate of the Olathe Chamber of Commerce’s Leadership Olathe program. Graduates of this program go on to work in organizations that range in size from small to large businesses, operating in both public and non-profit sectors. Other alumni from this program include Governor Mark Parkinson, Kansas Senator Karin Brownlee, and other prominent figures in business and government. Chanel also has obtained a Business Plan Certification through Johnson County Community College. She was an Industry Champion in the McGraw- Hill/Irwin, Inc. Best Strategy Invitational international competition called Glo-Bus: Developing Winning Competitive Strategies. In 2011, she was nominated to receive the Kansas City Top 40 Under 40 award for her leadership, civic engagement and community efforts and initiatives. KC Connections Top 40 under 40 peer nominations are based on vision and leadership; innovation and achievement; impact; growth and development strategy as well as community involvement. Chanel is a member of the Financial Planning Association.
Chanel currently holds the Series 7 registration through LPL Financial, and Series 66 registration with both LPL Financial and Personal Financial Group.
She received her Bachelor of Arts in Management and Human Relations from MidAmerica Nazarene University and she holds the Master of Science in Management from Baker University. Chanel plans on continuing her education with a PhD program focusing on Finance, Economics and International Business.