Peter Dales joined ClearTrack Financial Advisors in October 2025 as an Associate. After passing his Series 7, 63, and 65 securities licenses by December of 2025, becoming a Associate Vice President for ClearTrack. He is passionate about about delivering superior client service by helping individuals and families integrate thoughtful tax planning into their broader wealth strategy, with the goal of preserving and growing generational wealth.

Prior to joining ClearTrack, Peter worked in the tax practice at PricewaterhouseCoopers (PwC), where he was a member of the Asset & Wealth Management (AWM) and Tax Reporting & Strategy (TRS) teams. He began his career at PwC immediately following graduation from Chapman University and was promoted to Senior Associate in 2022.

In his role at PwC, Peter supported Fortune 500 tax departments by improving operational efficiency, redesigning traditional tax operating models, and helping teams prepare for evolving tax laws and regulatory changes. Through this work, he developed a strong foundation in tax planning, analytical problem‑solving, and client service. Peter was also actively involved in coordinating social and team‑building initiatives for Midwest tax teams, further strengthening his collaborative and relationship‑driven approach.

Outside of the office, Peter enjoys spending time with his dog, Lambeau, attending Chicago Cubs games as well as Green Bay Packers and Ohio State football games, swimming in Lake Michigan, and trying new restaurants.