Pete has a vast experience in the financial industry that started in 1987. He provides personalized, comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete also helps clients with their philanthropic requests. Additionally, he works with company retirement plans and counsels owners and management on plan design and strategies. He also meets with the employees of 401(k) plans, providing educational support so they can make wise decisions that will help them reach their retirement goals. Pete joined Wealth Enhancement in 2020 through the SVA Financial acquisition. Pete is married to Katie, and they have two married sons, and two grandchildren which Pete and Katie adore. He enjoys spending time with his grandchildren and family, and also likes to golf, go boating, and travel.