Peter is a well-known Wealth Advisor in Northern Virginia. He has provided insight into insurance and investments to a variety of clientele, ranging from CEOs, Universities, retirees, professional athletes, and divorcees in improving their financial well-being.
Well-regarded in his field, Peter has appeared on “Blueprint for Wealth”, hosted a weekly radio show, “Money Made $imple” and authored many articles on financial topics for publications like American Dream Magazine and PoshSeven. Over the years, he has conducted numerous educational events for Corporations and Universities on topics ranging from Retirement Planning, Risk Management, and Wealth Transfer Planning.
Peter has been serving clients as an independent advisor for more than (28) years and has earned the Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS), Certified Annuity Specialist (CAS) and Certified Estate Planning Specialist (CES) credentials.
Today, Peter lives with his wife, Brenda and their three children in Loudoun County, Virginia. During his time away from the office, Peter has enjoyed coaching his kid’s youth basketball, soccer, and lacrosse teams…movie night with his family and trips to Bethany Beach, DE. A graduate of Marymount University in Arlington, Virginia, Peter has always stressed the importance of a good education and the need to make certain that an education and the tools necessary to teach are accessible to all people. Each year, Peter gives generously to local schools throughout the DC area and other causes that he and Brenda feel drawn to.