Peter Vrooman, CFA, CIMA®, CRPC®, CAIA®

Peter Vrooman, CFA, CIMA®, CRPC®, CAIA®

Managing Partner | Wealth Advisor | Senior Portfolio Manager | Chief Investment Officer | Chief Compliance Officer

816-601-1152

Peter.Vrooman@svwealthadvisors.com

Peter has been in the full-service financial services industry since 1999. Peter graduated with a BA in Economics from the University of Chicago. He earned the Certified Investment Management Analyst (CIMA®) designation in 2005, the Chartered Financial Analyst certification (CFA®) in 2010, and achieved the Chartered Retirement Planning Counselor (CRPC®) in 2017. In November 2020, Peter earned the Chartered Alternative Investment Analyst (CAIA®) designation. Currently, Peter is Finance Chair, Board of Trustees of the Barstow School. In January of 2023 Sarver Vrooman Wealth Advisors was ranked #29 in Missouri by Forbes for Best-In-State Wealth Management Teams. In February of 2024 Sarver Vrooman Wealth Advisors was ranked #16 in Missouri by Forbes for Best-in-State Wealth Management Teams.

In February of 2025 Sarver Vrooman Wealth Advisors was ranked #67 in Missouri (including St. Louis) by Forbes for Best-in-State Wealth Management Teams. Peter is married and has three sons, Ethan, Emmett and Eli.

When not helping clients, he drives his kids around to soccer, baseball, basketball, and karate. He actively participates in running, and singing tenor in the Village Church choir. He is currently a Black Belt Second Degree and Instructor at Aplomb Martial Arts in Prairie Village, KS.

*The Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self- completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.