About Peter N. Reist, CPA/PFS, AIF®
Peter Reist is a Managing Director with Oxford Financial Group, Ltd. In this role, Peter provides personal financial planning and private office services to executives and high-net-worth families. By using his financial, tax and estate expertise, he focuses on each client to individualize a plan to meet specific goals within their risk tolerance. Peter’s background also lends itself well to addressing the needs of Oxford’s institutional clients, including endowments, foundations and other tax-exempt pools of assets. He also applies his financial acumen as a frequent presenter of financial planning seminars to executives, entrepreneurs and employee groups.
Prior to joining Oxford, Peter was a managing director with KSM Capital Advisors, LLC, a registered investment advisor. There, he worked closely with clients on a variety of income and estate planning matters.
Peter was also a tax partner at Katz, Sapper & Miller, where he had been employed since 1988. Prior to that, he was a public accountant with Price Waterhouse. His years of experience in federal, state and real estate taxation involving individuals, S-corporations and partnerships allow him to draw on that expertise for his clients’ benefit.
A graduate of Manchester College, Peter holds a Bachelor of Science degree in Accounting and is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and an Accredited Investment Fiduciary® (AIF®). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society (INCPAS).
Peter is a board member of the Carmel Clay Public Library, the Indiana Repertory Theatre and St. Mark’s United Methodist Church Finance Committee. In addition, he is a member of the Professional Advisor Leadership Council for the Central Indiana Community Foundation, and has been active with the American Cancer Society for over twenty years.
