With wealth management experience spanning over half of his life and advising clients through two major U.S. recessions, Peter serves as a resource and partner to his clients. Having previous positions as a branch manager and training coordinator for a prominent investment firm in the Phoenix metropolitan area, his unique industry knowledge provides insight into clients' value in navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.
His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many recognized designations he holds, Peter is also a Retirement Plan Consultant with UBS. This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.
Peter resides in Gilbert, Arizona with his wife and two daughters. During his free time, Peter enjoys reading, traveling, and spending time with family.
· Director's Council (2017, 2019, 2021) | President's Council (2018)
Personal & Community
TPR Foundation | Board Member
Sun Lakes Crown Rotary | Paul Harris Fellow