Our Team

Pete graduated from Indiana University in Bloomington Indiana with a Bachelors in Science in Finance.  He’s been involved in the Financial Services arena since 1983. Pete’s first ten years in the industry he focused on institutional fixed-income portfolio’s primarily with community banks.

Since 1994 Pete has worked with Individuals, families and business owners providing guidance and education in all areas of Wealth Management.  These areas include accumulation, Retirement Planning, in terms of Investment Planning, risk management, estate and wealth transfer. As a Certified Financial Planner™ (CFP®) Pete has gone through the certification process and annual continual educational programs, ensuring that he has the added expertise to compliment your personal situation.

Pete’s planning philosophy allows him to create a personalized program for each client, based on their own unique goals and circumstances.  The extensive investment and planning platform offered by LPL Financial enables him to create a highly customized program, tailored to each individual client.

Pete also holds the Chartered Retirement Plans Specialist™ (CRPS®) designation conferred by College for Financial Planning, which enables him to offer advice on the design and implementation of Corporate Retirement Plans including 401(k), SEP and Defined Benefit Plans.

Pete and his wife Suzanne have two children, and reside in Wheaton, Illinois for the past 27 years.  He enjoys golf, reading, and traveling with his family.  Pete gives back as a Board Member at the Epilepsy Foundation of Greater Chicago, where his focus is on improving the lives of those living with epilepsy.

Peter offers securities and advisory services through LPL Financial, a registered investment advisor.