Peter serves as a Wealth Manager and works with clients to develop and implement their financial plan, which includes investments, estate planning, tax and debt management, retirement, education and insurance planning. He also serves on the firm’s investment committee.
Prior to joining Creative Planning, Peter was Senior Vice President of an Independent RIA with clients throughout the United States. He has over 18 years’ experience in the financial services industry, including 10 years in the Private Client Group at a major national financial services firm. Peter earned the Accredited Investment Fiduciary (AIF®) designation in 2010.
Peter and his wife Kendra have four children, Marley, Payton, Chloe, and Ethan. He spends his free time with his family, his Cub Scout Pack and running long distances.