Since 1987, Pete has been advising clients and helping them ease the difficulties of managing their finances. With the goal of making their lives easier and their financial futures more promising, he has helped carefully guide his clients through many different market cycles, including some of historic significance.

Pete has achieved the Chartered Retirement Planning Counselor^SM designation. Advisors who hold the CRPC^® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using strategies and techniques from real client situations.

As a Certified Financial Planner™ professional, Pete has completed the rigorous CFP^® certification process and continues to meet ongoing certification renewal requirements.

Pete has been named to the Forbes Best-In-State Wealth Advisors list for 2021, 2022, and most recently 2023. The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative.

Originally from Pittsburgh, Pete attended West Virginia University, where he earned his bachelor’s degree in finance. He and his wife, Mary Beth, live in Independence Township, have three children, and attend St. Elijah Serbian Orthodox Church. Pete is also a member of the Financial Planning Association.

For fun and relaxation, Pete enjoys fishing, hunting, golf and tennis.