About Peter

Peter has worked with providing portfolio design and management services for individuals and small business owners for over 25 years. Peter uses his experience and unique perspective to take a hands-on approach to serving all of his clients. 

Community Involvement

Upper Dublin Lacrosse Club

Subject Matter Expertise

Investment Management and Retirement Planning
Portfolio Design
Behavioral Finance

Education and Certifications

University of Pittsburgh
Health, Life, and Annuity licensed