Managing Director, Partner
Peter serves as a Partner and Managing Director at Creative Planning. Peter works directly with clients to develop cohesive strategies that will meet their most complex financial goals and needs. His comprehensive approach focuses first on a thorough understanding of each client’s specific situation. That understanding helps develop truly customized plans in the areas of investment management, retirement income planning, tax, insurance, and estate planning, as well as business succession planning and charitable giving strategies.
Prior to joining Creative Planning, Peter was a Vice President for a major national financial services company. In this role, he was responsible for building financial plans and portfolios for his clients. Peter has developed an in-depth knowledge of serving clients and providing comprehensive wealth management for high net-worth households.
Peter has been in the financial planning and investment industry for over 23 years. He graduated with a Bachelor of Arts degree in Economics from the University of Redlands, where he lettered as a member of the basketball team.
Peter and his wife Mechelle have been married over 16 years and have two boys, Luke and Blake. In his spare time, Peter enjoys spending time with his family and traveling. He also has a passion for photography. Peter volunteers as a coach for both youth basketball and baseball teams.
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