Pete has been a financial advisor for nearly 20 years providing comprehensive, financial and investment planning services to his clients. He is a graduate of Northern Michigan University with a Bachelor of Science degree in Finance. Pete earned the CFP® designation in 2009 and continues to fulfill annual continuing education requirements and to remain current regarding trends and planning techniques within the industry.
He began his career as a Financial Advisor in 2000 with Edward Jones in Marquette, Michigan. He would then join Wells Fargo Investments, a predecessor firm of Wells Fargo Advisors, in 2006 to take a team approach in providing personalized financial advice for individuals and families.
Pete is the point of contact for all of the Upper Peninsula in Michigan.
As a Financial Advisor, Pete provides client investment strategy oversight, financial planning and technology supported through LPL Financial, the largest independent broker-dealer* in the nation. Pete currently holds FINRA Series 7, 6, 63 and 65 registrations through LPL Financial. He has Life/Health and Variable Insurance License in MI. Financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth.
Outside of Work
Pete and his wife Sara, who is a teacher, live in Negaunee, Michigan along with their son Connor and twin daughters, Lydia and Makayla. Pete loves spending time with family and friends in the outdoors at their camp on the Dead River Basin. He also enjoys golfing and jogging. Pete and Sara look forward to sharing their many hobbies and traveling with their children as they get older.
*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue.