Based in Lee’s Summit, MO., Peter R. Carmack, CFA has built his decades-long career on developing personalized and comprehensive financial strategies for his clients, which include individuals, families and businesses. Since he began his journey in the financial services industry in 1993, he has used his clients’ financial goals in conjunction with their current financial situation to structure a systematic approach that supports them as they work toward their financial aspirations. Together with his longtime client service associate, Jaimie Morrison, Carmack Capital Management LLC. aims to offer a differentiated experience for clients through highly personalized financial advice.
“We have always focused on being careful, conservative and competent – and I believe that’s what makes us different,” Carmack said. “Our clients rely on us to listen to their needs, identify the appropriate options for them and guide them through the current investment environment. We care deeply about providing clients with outstanding service and we created this practice with their best interests in mind. Humility, integrity, responsibility and excellence are our guiding principles.”