SO WHY WORK WITH PETE?
I believe that you (the Client) must be engaged to win! Sounds Simple? Yet, I believe that most folks either don't have the time, don't understand, or are simply not interested in financial matters. Further, most of us don't have time to overcome any of these conditions - so we settle. We settle for bad service, mediocre understandings, and hope that things will somehow work themselves out.
I believe my job is to make this stuff understandable by first learning what's important to you (understanding); then formulate and implement a realistic solution with a plan (not hope); staying in touch in good or bad times to see if your circumstances have changed (service). I believe getting this done will engage you, and then you are bound to win!
OBJECTIVE
As an Independent Financial Advisor, I believe I can significantly improve my clients’ abilities to achieve their long-term financial goals with unbiased advice and best in class products.
I will do this by acting as your personal Chief Financial Officer (CFO), coordinating my expertise, with that of our firm and with your other council or planning professionals with the goal of finding a workable solution for you.
Finally, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.
EXPERIENCE
2003 to Present | Focus Financial | Minneapolis, MN | Financial Advisor
- Currently a Registered Representative offering securities through Royal Alliance Associates, Inc., member FINRA / SIPC.
- Investment Advisor with Registered Investment Advisory Focus Financial Network Inc.
- Speaker / Educator providing financial educational workshops to employee's.
- Speaker / Educator for local area schools, on "How to pay for College?"
1998 to 2003 | C-Cor / Philips Broadband | Meridan, CT | Vice President Sales
- Managed sales group of about 40 folks | Annual budget accountability + $100m
- Learned the process of identifying long term goals and solutions for our clients.
EDUCATION
1982–1986 University of Minnesota Minneapolis, MN | B.A., Statistics and Computer Science
REGISTRATIONS
- General Securities Representative – Series 7
- Uniform Combined State Law Exam – Series 66
- Insurance Producer Life, Accident, and Health
PERSONAL
I am a proud father of 2 fantastic daughters, and a grateful husband to my wife Jean of 20 years. I enjoy golf, sailing, skiing, and hiking.
