Passionate about financial planning and dedicated to helping clients preserve their financial future, Peter is an associate financial advisor at Merritt Wealth & Retirement Advisors. Holding Series 7, Series 66 and Health and Life Insurance licenses, he helps provide comprehensive financial strategies. Peter's academic journey began with undergraduate studies at Bethlehem College & Seminary, where he immersed himself in the timeless wisdom found in the "Great Books." He continued his educational pursuit at Liberty University, completing the school’s financial planning program, which equipped him to offer innovative and well-informed guidance to his clients.

With a solid foundation in financial planning, Peter has had the privilege of working with industry leaders. His previous experience includes serving as an advisor at Tesla and as a client specialist at Baird, where he gained valuable insights into cutting-edge technology, client relationships and investment strategies. At Merritt Wealth & Retirement Advisors, he is committed to tailoring financial plans that align with the individual goals and aspirations of clients, helping them pursue financial independence and confidence.

Peter invites you to join him on the journey to financial well-being together. Feel free to connect with him, and to explore the possibilities of a confident financial future.