David Peters, CPA, CFP, ChFC, CPCU, CLU, is the strategic relationship manager and financial advisor for Carroll Financial Associates, a financial planning and investment management company located in Charlotte, N.C. Before joining Carroll Financial, David was the first chief financial officer for Compare.com — a position he held for more than three years. Prior to joining Compare.com, he was the first technical accountant in charge of insurance accounting and financial compliance functions at Elephant Auto Insurance. He was instrumental in the early success of both Compare.com and Elephant in the U.S. David is currently pursuing a Ph.D. in financial planning at The American College in Bryn Mawr, Pa. Additionally, he teaches courses as an adjunct professor in accounting, financial planning and insurance. He is a member of the board of directors for the Charlotte CPCU Society. He also occasionally speaks at grade schools, high schools and colleges throughout Virginia and North Carolina. He holds an MBA from Virginia Commonwealth University, a master’s degree in taxation from the University of Illinois, a master’s degree in financial services from The American College, a master’s degree in theology from Pittsburgh Theological Seminary, as well as a B.S. in business administration from Valparaiso University in Indiana. David grew up in Chicago and currently resides in Charlotte, N.C.