Stephen M. (Pete) Peterson is the CEO of Maxfield ∙ Peterson, P.C. Pete has worked with a wide variety of closely held businesses and professional service firms, with over 30 years of experience in tax, accounting, finance, management, and consulting. Pete’s professional philosophy is that, “the client is the center of all that we do.” Throughout his career, this philosophy has earned him an international reputation of honesty, integrity, technical excellence, and a genuine concern for clients.
Pete has enjoyed a diverse career in public accounting and business advisory service, assisting clients along the Western Slope as well as nationally and internationally. Pete has also written and lectured on a wide range of financial and management issues.
In addition to providing tax planning and compliance and traditional accounting services to small to medium size enterprises, Pete also provides consulting services in such areas as:
o Strategic planning and implementation.
o Management and governance issues.
o Succession planning.
o Merger and acquisition assistance (searches and due diligence).
o Executive compensation systems and policies.
o Business operations reviews and improvement plans.
o Profitability management and improvement.
o Cash flow management.
Pete has been employed in both national and local CPA firms including Arthur Andersen, Alexander Grant, and Fortner Bayens & Levkulich. He was Chief Financial Officer for the international law firm of Oppenheimer Wolff & Donnelly headquartered in Minneapolis, and for the Colorado firm of Davis Graham & Stubbs. He was also the Chief Operating Officer for the international consulting firm of Hildebrandt International headquartered in New Jersey.
Pete earned his Bachelor of Science degree in accounting from Mankato State University in 1977. He is also an Adjunct Professor at the University of Denver, Sturm College of Law. In 2008, Pete was admitted as a Fellow in the College of Law Practice Management.
Pete is a Past President and current member of the Montrose Rotary Club and has been a member of Rotary clubs in Denver and Minneapolis; current member of the Montrose Hospice Planned Giving Council; past board member of the Montrose Community Foundation; was an executive board member and volunteer for the Minnesota Accounting Aid Society, a not-for-profit serving indigent clients in the Midwest, and is on the Board of Editors for Accounting and Financial Planning for Law Firms.
Cathryn, a principal of Maxfield ∙ Peterson, P.C., has worked with a wide variety of businesses and professional service firms. Cathryn has over 30 years of tax, financial, legal, educational, consulting, and management experience with both national and international firms and law schools.
Cathryn began her career in accounting in the oil and gas industry in Denver. After gaining years of increasingly responsible accounting experience and teaching a college course in oil and gas accounting, she joined a Denver financial consulting firm where she quickly ascended to Vice President in charge of financial planning. There, in addition to performing a full range of financial consulting services to clients, Ms. Saylor Peterson worked with computer programmers to design and implement an interactive financial planning program designed for large institutional use. She co-chaired a joint venture with a top-ten bank and developed a business plan for implementation of the financial planning systems in their Dallas headquarters with roll-out to all their branches. After law school (see academic background below) Cathryn was, inter alia, managing attorney for an international Fortune 500 company’s Denver office where she consulted with local and national law firms on professional and organizational development projects.
At Maxfield ∙ Peterson, P.C., in addition to providing financial and tax planning along with traditional accounting services, Cathryn has also provided consulting services in such areas as:
Cathryn earned a Bachelor of Science degree from Colorado State University and then a Juris Doctor with honors from William Mitchell College of Law in 1991. During law school she was honored to be a staff member and then editor of the WMCL Law review. Cathryn obtained a certificate in International Business Law earned in Paris. Also during law school she created and wrote the curriculum for a Business Law Clinic which she taught as Student Director and then Adjunct Professor of Law from 1990 to 1997. This pioneering clinical program has now been replicated at law schools across the country. Cathryn was honored to obtain a prestigious clerkship in the Federal District Court of Minnesota upon graduation from law school. After a national search, Cathryn was further honored to be awarded the first Teaching Fellowship in Clinical Legal Education, at the University of Denver, Sturm College of Law.
Cathryn is very involved with non-profits as clients and as a volunteer. She is currently on the board of directors for Solar Energy International, and was formerly President of the Board for San Juan Legacy Lands in Ouray, Colorado. She has also served as President and Treasurer on the board of directors for the Black Canyon Regional Land Trust in Montrose Colorado, is also on the Advisory Council to the Second Chance Humane Society in Ridgway, Colorado. Previously she served as a Director of the Minnesota Justice Foundation, and was the President/Co-Chair of the WMCL Board of Directors for the Minnesota Justice Foundation.