Peter graduated from the University of Cincinnati with a degree in Urban Planning and transitioned to the investment industry in 1983 when he earned his registration as a Financial Advisor and he is also an Accredited Investment Fiduciary® (AIF ®).
With his 42 years of experience, Peter helps clients with their overall retirement objectives while integrating their risk tolerance and long-term financial goals. He provides wealth management for individuals, families, businesses, foundation and non-profit organizations.
Peter lives in Covington, KY with his best friend and wife Terri. He is the proud father of two children, Michael (Abby) and Tekla (Zack). He is also a grandfather to Sylvie, Gretta and Felicity. In his spare time, he also enjoys chasing the white ball around.
Peter holds the series 63, 65 & 7 registrations, and he is an Investment Adviser Representative with RPS Advisory Solutions, LLC.