I’m here to help my clients achieve important priorities of their lives through financial guidance.

 

EXPERIENCE:

• 27 years of experience in creating and building lasting relationships with clients and helping them work towrads their financial goals

• Focusing on financial, retirement, estate, and special needs planning

 

EDUCATION & CREDENTIALS

• MBA – Adelphi University

• BA – University of New Hampshire

• FINRA Series 6, 7, and 63 securities registration

• ChFC (Chartered Financial Consultant) Designation

 

INTERESTS:

• Catholic Youth Organization (CYO) Swimming - Coordinator and Coach, St. Anne’s Networking Group – Member, St. Anne Parish Faith Formation Program - Instructor

• Member of National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), Million Dollar Roundtable (MDRT)

• Peter and his wife Kimberly have two daughters, Elizabeth and Sarah, and have a dog named Holly.