Peter is a Financial Advisor and Partner in the Compass Rose Branch of Waypoint Financial. With over 30 years of experience in Financial Services, Peter is a veteran and has specialized in Retirement Planning, High Net Worth client services, and working with Endowment Funds.
He started his career in the insurance industry working with life insurance products and managing a sales force. He has been an owner/partner in a broker-dealer working with the investment divisions of several regional banks in the central part of the country. After selling that company, he then became a financial advisor spending many years working with clients with a major wirehouse. For the past 12 years, he was an investment executive within the private banking division of one of the top banks in the country.
Peter brings his deep wealth of knowledge and experience to the independent financial services practice at Compass Rose. He enjoys guiding our clients in their in their personal journey into and throughout retirement and provides investment solutions with the appropriate risk allocations and diversification for each individual. He helps his clients work toward their financial goals by creating and guiding their plan over the long term. Peter understands the value of long tern planning and investment over time.
Peter and his beautiful wife, Wendy, enjoy travelling to visit their three lovely daughters who are spread out around the country at college. The family loves to ski and their visits which usually incorporate some type of outdoor activities with the girls. Ask Peter about his soup recipes! He is a weekend chef and the family has enjoyed a Sunday Soup night tradition while raising their three daughters.