Peter serves as a Managing Director at Creative Planning. Utilizing a disciplined approach, Peter works with clients to develop a cohesive strategy to meet their most complex goals and needs. This comprehensive approach covers wealth management issues in the areas of tax, estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning and charitable planning. Peter will work with you personally to understand your needs and provide you a customized game plan to achieve your goals.
Peter began his career in the investment industry in 1999. Prior to joining Creative Planning, Peter was a Vice President, Senior Financial Consultant at a major national financial services company for over 12 years where he worked with individual clients to serve their investment and planning needs. While at his prior employer, Peter was recognized with the prestigious distinction of Chairman’s Club nine times. This award recognizes the top Financial Consultants in the company. Peter also received the Platinum Club award six times that recognizes the top six individual Financial Consultants in the company. Throughout his career, Peter has gained extensive experience in comprehensive wealth management for high net worth clients.
Peter graduated from the University of Redlands with a Bachelor of Arts degree in Economics.
Peter lives with his wife, Mechelle, and their two sons Blake and Luke. In his spare time, Peter enjoys spending time with his family and traveling. He also has a passion for photography.