As a CPA and financial advisor, Pete’s practice is focused on taking care of all aspects of his client’s financial needs. Pete focuses on his clients and their needs and greatly values the trust and confidence his clients place in him. With many years in the financial industry, Pete brings experience to his role as trusted advisor and his goal is to attempt to help his clients make their financial lives simpler but more complete.
Services
Pete provides customized financial services for individuals and small businesses including things such as wealth management, retirement planning and children’s education planning, advice on investments and asset allocation strategies, estate planning, asset protection using life insurance, along with traditional tax and accounting services.
Whether it’s saving for retirement, generating enough income during retirement, providing for children’s education, insurance needs, or tax and estate planning issues, Pete will be an independent and trusted advisor working on your side.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
