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Peter L. Herb, CPA

Peter L. Herb, CPA

Registered Representative

Peter founded Peter L. Herb, CPA in 1993 and has obtained an MBA from the University of Houston in Finance in 1986 as well as obtaining his CPA license in 1987. In order to serve his clients beyond their tax and accounting needs, he became a Financial Advisor with former broker dealer, Avantax Investment ServicesSM in 1997. He holds the FINRA Series 6 - Investment Company and Variable Contracts Products Representative, FINRA Series 63 - Uniform Securities Agent State Law and Texas insurance licenses.

Peter loves serving his clients and every area they need. Peter's clients say it's his personal touch and commitment to service and excellence that have them excited to be a part of our client family.

Peter and his wife are active members at the Memorial Church of Christ in Houston, where he serves as a deacon. Peter also loves spending his time on the golf course or fishing down in Rockport, TX.

He and his wife, Melody, have two adult children, a son in high school, and his beloved dachshund Tucker.