Experience

With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by 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 retirement planning, tax-efficient investing, and wealth transfer strategies. 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.

The Choy Group 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 industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.

Peter resides in Gilbert, Arizona with his wife, Laura, and daughter, Grace. During his free time, Peter enjoys reading and traveling to visit his oldest daughter, Ella, who attends Vanderbilt University in Nashville.

· President's Council | 2018, 2020, 2022, 2023, 2024

· Director's Council | 2017, 2019, 2021

· Five Star Wealth Manager | 2013 - 2016

· Practice featured in Forbes magazine | 2013

Personal & Community

The West Point Class of '98 Fund | Active Donor

Coloring for a Cure | Board Member

TPR Foundation | Board Member

Sun Lakes Crown Rotary | Paul Harris Fellow

Lori works exclusively with The Choy Group, supporting virtually all of our administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communication preferences. Lori works hard to see that client requests are addressed professionally; and she takes great pride to see that we deliver optimum results in a timely manner.

Starting work with UBS in 1991, Lori was promoted to Assistant Operations Manager in 1995 at our Sun City office. After that branch was consolidated in 2002, she moved to our Scottsdale and then to the Phoenix office. 

As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team. 

As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.

Ryan holds his FINRA Series 7 and 66 licenses.

Currently attending ASU with experience in designing and actualizing client goals. As a Wealth Management Intern for the team, Weston's role involves the development of marketing campaigns, conducting market trend research, and mentoring incoming interns.

Through experience with other financial firms in Phoenix compounded with his experience building a small service-based business, Weston cultivated a fascination for devising comprehensive financial strategies in direct client engagements established in trust, integrity, and respect. Drawing from his collegiate football background, he learned that a successful plan only transpires when coupled with consistent, relentless dedication, a desire for perpetual learning, and a genuine passion for your craft.

Driven by a desire to create the positive change he wishes to see in the world, Weston is committed to impacting other’s lives through assisting in the development, implementation, and execution of strategically tailored wealth plans for clients supported by data-driven analytics and care. Weston holds his FINRA SIE license and is progressing to his Series 66 license. 

In his free time, Weston enjoys training athletes in their off-seasons, traveling, and hiking.