Peter is a shareholder in the firm’s wealth management group.  He specializes in providing comprehensive personal financial planning and consulting, including advising high net worth clients on risk management, investment allocation strategies, estate planning techniques, cash flow management, education planning, charitable giving, long-term care, real estate investing, and creative Individual Retirement Account distribution designs.  He also advises clients on personal income tax planning, including compensatory stock options.  Peter holds a NASD Series 7 license.

Peter assists small business owners with synchronizing their personal financial plan with their business succession plan.  He also assists families with generational wealth planning and implementing wealth accumulation strategies.  He has written articles for Bankers and Tradesman as well as other industry specific publications.