The experience to guide you forward
A CERTIFIED FINANCIAL PLANNER™, Pete specializes in planning and asset allocation for individuals and families, helping them to find creative solutions for their financial goals as they prepare for retirement. With an emphasis on building long-term personal relationships with clients, he brings a fresh perspective and passion to simplifying their lives and clarifying their needs and objectives.

Outside of UBS
Pete resides in Springfield, MA, and actively participates on the Springfield Conservation Commission, the Springfield School Volunteer’s Read Aloud Program and the East Longmeadow High School Athletic Hall of Fame Committee. Pete was an NCAA Division One college golfer and still plays regularly in his free time. He also avidly follows Boston’s major sports teams and enjoys spending time with family as well as traveling to new places.

• B.S., business administration with a concentration in financial planning, Winthrop University, SC

• NMLS #1630825

AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY