About
Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.
Peter currently serves on the Board of Trustees for the Summit Cares Foundation. He is a fan of the Philadelphia Eagles and enjoys coaching little league. He loves taking Disney vacations with his wife Jacqueline and their three children.
Education
- BA - Eastern University
Awards
- Peter is a five-time recipient of the FIVE STAR Wealth Manager Award (2018-2023)* and has also won the Advisor Hub-Advisors to Watch Award (2023-2024)**
- *Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/17 for the period of 3/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/26/18 - 10/16/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.
- **Awarded 6/20/23 for the period of 12/31/21 - 12/31/22. Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
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