Houston, TX 5225 Katy Fwy Office

Mitja Peterman Sr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory roles, he is involved in the sale of non-investment related products through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors and utilizing model-delivery strategies managed by unaffiliated asset managers.

Mitja Peterman Jr. is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in personal estate planning through ownership of Ap & Associates, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ameet Rajguru is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Fluor Corp, Zachry Engineering, and Worley/Jacobs. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Donald Quintero is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His career includes roles at Primerica Financial Services, PFS Investments Inc., Hilcorp Energy Company, and Fieldwood Energy. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies from third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Steve Pontiff is a financial advisor at Primerica Advisors with 11 years of industry experience and holds the Series 66 designation. His prior work includes roles at St. Bernard Financial Services, Lincoln Investment Planning, Goodyear Tire & Rubber Company, and Eco Lab Inc. He is also president of Synergistic Polymer Systems, Inc., a consulting business focused on specialty chemicals, and managing director of Divorce Finance Analysis, Inc., which provides analysis of divorce settlements and related financial matters. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of investment models and trading implementation.

Nathaniel Cephas is a financial advisor with Primerica Advisors in Missouri City, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2016. Outside of advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.