PASSION: My passion is learning about new things, reading, and traveling. I enjoy being someone who my clients can count on and trust every day to be a financial expert or just an unbiased sounding board.
ROLE: I am responsible for client relationships, learning about people’s goals and helping them achieve their dreams via my experience and expertise, and putting a solid financial plan into place. Being a trusted point of contact for clients and their families is one of my favorite achievements.
INDUSTRY EXPERIENCE: 23 years
EDUCATION: Bachelor’s Degree from George Mason University, CERTIFIED FINANCIAL PLANNER™ (CFP) and CHARTERED FINANCIAL CONSULTANT ChFC® designations.
Peter has been in the investment and financial services business for over 23 years. He is passionate about helping individuals and families find solutions to their unique financial needs and situations. A well thought out financial plan can help families to meet their goals and dreams. Peter’s love for helping people comes from witnessing in my own family both the benefits of long-term planning and the consequences of not having a plan. Without advanced planning for unexpected events such as a health emergency, unnecessary worry and difficulties can occur for you and your loved ones. Peter began his career in financial services in 2002 and has worked for some of the most prestigious firms in the industry including a Northern Trust, Merrill Lynch, JP Morgan, and money/wealth/asset managers. Throughout his career, Peter has enjoyed working with families of all types to meet their unique needs and challenges. He enjoys helping families plan for life’s twists and turns, short- and long-term goals, college planning, asset management, and retirement income needs.
He lives in Jupiter, FL with his wife Nadia and their two children Nicholas and Sophia. In his spare time Peter loves a good history or financial book when he is not keeping up with current events and the latest financial news. He enjoys spending as much time as possible at the beach, traveling, visiting family, and outdoors with family and friends.
