Peter is a CERTIFIED FINANCIAL PLANNER™ professional and an LPL Registered Securities Principal. He holds the Series 6, 7, 24 & 63 securities registrations with LPL Financial, as well as life and disability insurance licenses.
Originally hailing from Glen Rock, New Jersey Peter joined the Army out of high school and soon found his way to Central Texas while stationed at Fort Hood. In the years to follow, he remained in Central Texas, receiving his Bachelor's degree from the University of Mary Hardin Baylor and starting his own financial planning and asset management practice shortly thereafter in 1978.
Industry & Community Involvement:
- Financial Planning Association (FPA)
- Greater Killeen Chamber of Commerce -- Board Member
- Harker Heights Chamber of Commerce
- Central Texas-Fort Hood Association of the United States Army (AUSA) -- Board of Governors
- Rotary International (Temple Rotary Club)
A master of his trade, Peter has dedicated his almost 40-year career to his clientele which spans the globe. His passion for planning emanates, and his fervor for staying cutting-edge truly inspires.
When Peter is not at the office, he enjoys fine wine with good friends and being Bub to his three grandchildren. He is often found boating on summer weekends on Belton Lake or reading close to a wood-burning fire when the Texas climate finally cools. Pete has made Belton Lake his home.