Peter began his career in 1995, and has over two decades of experience in successfully guiding clients to achieve their goals.   Through the tumultuous markets from the dot-com bubble burst, the terrorist attacks of 9/11, and The Great Recession, his steady approach based on prudent planning and risk management has delivered results and peace-of-mind for clients. 

Peter's comprehensive financial planning process includes leading the coordination with client's attorneys and accountants to ensure every detail is covered.  Peter is a Senior Portfolio Manager in The Portfolio Management Program (PMP), which means he takes on the highest level of fiduciary responsibility for financial advisors-- discretionary investment management.

His pitch: "Trust is only earned through the delivery of my promises.  My many long-term client relationships, and the personal referrals that come from them, are the best testimony to the quality of my work." 

Peter earned his B.A. at the University of Wisconsin-Madison in International Relations, with an emphasis on Economic Development of Third-World Countries.  Peter's life outside the office consists of family time in Minneapolis (wife Julie, three kids), cabin time in Wisconsin, youth theater, sailing, soccer, hockey, and cycling.

• Named a "Pacesetter" by Piper Jaffray, 1997,1998
• Named one of "Forty Under 40" in The Business Journal (Milwaukee), 1994

• B.A. International Relations, University of Wisconsin - Madison

• Supporter of JohnnyRide fundraiser for scholarship
• Volunteer, Habitat for Humanity
• Volunteer, Loaves and Fishes

AR, AZ, CA, CO, DC, FL, IA, IL, IN, KY, MD, MI, MN, MS, MT, NC, ND, NM, NV, NY, OK, OR, RI, SC, SD, TN, TX, UT, VA, WA, WI