Pete specializes in advising business owners and their families on insurance and financial services matters and has done so for more than 20 years. He has an extensive background in the complicated world of corporate benefits and retirements plans. His experience encompasses all aspects of employee benefits including plan analysis, plan design, and implementation. Pete has developed a particular expertise in the 401(k) and Qualified Retirement Plan arena and is a member of the 401(K) Coach network of advisors. His practice specializes in providing the most prudent solutions and then servicing those retirement and employee benefit plans, ultimately building lasting relationships between business owners and their employees.
Pete grew up in Delaware County as a member of a large family. He attended Temple University and earned a Bachelor of Science Degree in Finance. He has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Professional memberships include the Philadelphia, Chester and Delaware County Estate Planning Councils, the Society of Financial Service Professionals and Pete has achieved status as a Million Dollar Roundtable recipient.
A devoted family man, Pete is married to this wife Kai, they have 3 children Maie, Ryan and Erika and of course his most treasured time out of the office is spending time with them. A resident of West Chester, Pete is active in his family's church, Calvary Lutheran as well as the West Chester United Soccer Club and Wedgewood Swim Clubs.