Daniel Peterman, CFP®

Wealth Advisor, Lighthouse Wealth Group

Phone Number:



“My passion is helping.”


Partners with you in setting goals, overcoming obstacles, and developing your comprehensive plan.


Daniel joined Southwestern Investment Group in 2018 after serving as a financial advisor for four years at another national firm. Originally from Florence, AL, he earned a double major and graduated with honors from the University of Alabama.


Enjoys spending time with his wife, Kendal, and their 13-year-old pitbull named Tasha. Daniel is an avid chef and loves bringing people together around the table. He also enjoys hunting and fly fishing on the Caney.


Recognized as one of Nashville’s Top 30 under 30 in 2017.


Series 7, Series 66, Life, Health, and Annuity licenses. CERTIFIED FINANCIAL PLANNER™ professional, and registered with Raymond James Financial Service, Inc.

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