Our Qualifications

 

 

 

 

Peter has been his clients' advocate in the financial markets for 30 years.  He is a lifetime member of the American Association of Individual Investors.  He has attained the Chartered Market Technician designation.  Throughout his adult life, Pete has served on the boards of local not-for-profit corporations.  He offers his clients a thorough investment management process and a six-step process for comprehensive wealth management plan that is tailored to each client's situation.