Pete is a seasoned advisor working with families in all aspects of their finances. This includes setting priorities, assessing risk tolerance and developing strategies to deliver long-term success. He has worked with individuals and families in transition for his entire career. Pete is comfortable working with other trusted advisors central to each family, including their legal and tax counsel, ensuring a cohesive plan. His experience over three decades allows him to ask questions that can lead to meaningful solutions for families.

Prior to joining UBS (PaineWebber) in 1991, Pete began his investment career with Dain Bosworth in 1982. An economics and business major at Macalester College and a keen interest in investments led to his advisor position.

A life long Minnesota resident, Pete has made a commitment to give back to the community. He has served as Chair of the FR Bigelow Foundation, overseeing grants that directly impacted the Greater East Side area. In addition, he has also served on the Board at the Dodge Nature Center in West Saint Paul and has most recently stepped away from Board and Committee work at Beyond Walls, an organization that combines two of his passions - the game of squash and education for kids.

Pete and his wife Beth live in Mendota Heights where they raised their three children. They are also proud first time grandparents.

• B.A. Economics, Graduate of Macalester College, 1980

AZ, CA, CO, CT, DC, FL, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WI