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 38 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 with his best friend and wife Terri. He is the proud father of two children, Michael (Abby) and Tekla (Zack), and grandfather to Sylvie and Gretta. 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.