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 CounselorSM 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 models and techniques from real client situations. As a CERTIFIED FINANCIAL PLANNERTM professional, Pete has completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements.
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 a member of the Financial Planning Association and the Hopewell Quarterbacks.
For fun and relaxation, Pete enjoys fishing, hunting, golf and tennis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.