As a CERTIFIED FINANCIAL PLANNER™ professional, Pete helps his clients create and implement comprehensive solutions to simplify their complex financial lives. Pete's process begins by gaining a deep understanding of his clients' financial goals, needs, preferences, and overall financial situation. He then customizes a financial plan that accomplishes their goals and objectives while helping to minimizing risk.
Pete joined the firm in 2019. Prior to that, he was a Wealth Management Advisor with another top investment firm in the Baltimore area. Pete earned his bachelor's degree in General Business from Georgia College & State University, where he was an all-region baseball player. After college, Pete spent two years playing independent minor league baseball. Outside of the office, Pete is an avid outdoorsman and volunteers his time with conservation organizations. He resides in Sparks, MD with his wife, Ashley and daughter Emelia.