Peter founded his own financial services company at the age of 26 and has since worked closely with families and private business owners, providing comprehensive financial and business planning. His expertise includes risk management, life and disability insurance, long-term care, wealth management, and buy-sell planning for private businesses. Peter also advises on retirement plans and employee benefits.

Peter holds a BS and Master’s in Finance from the University of Illinois and is licensed in Series 7, Series 63, Life, Disability, Long-Term Care, and Property and Casualty Insurance. He has earned the CLU, ChFC, and REBC designations through the American College.