Hailing from New Boston, Michigan, Peter embarked on his finance journey at Eastern Michigan University, attaining a Bachelor’s degree in Accounting. This educational foundation laid the groundwork for a career where integrity, precision, and a commitment to ethical practices are paramount.
In his role, Peter navigates the complexities of financial regulations with an impressive array of licenses, including Series 7, Series 66, and Series 53 Securities Registrations and an Accredited Investment Fiduciary (AIF®) designation. His contributions are crucial in maintaining the firm’s stellar reputation for trustworthiness and reliability, underpinning every operation with accountability and transparency.
Beyond his professional commitments, Peter’s life is rich with personal fulfillment, centered around family time, especially at their beloved cottage. This balance between a demanding career and family life encapsulates Peter’s holistic approach to success—where personal happiness and professional achievement go hand in hand.
Education and Credentials:
- Bachelor’s degree in Accounting, Eastern Michigan University
- Series 7, 66, 53 Securities Registrations
- Accredited Investment Fiduciary (AIF®) Designation
Personal Life and Interests:
- Enjoys spending quality time with his family, particularly at their cottage
- Values creating lasting memories with his two boys
