Pete assists high net worth individuals and business owners in managing their wealth with an eye to being tax-efficient and cost-effective. Taking a holistic approach, he works to understand what is most important to his clients to develop a comprehensive financial plan that meets their needs and helps them achieve their goals. Pete’s aim as a trusted advisor is to remove the stress and anxiety that is often experienced when dealing with personal and business finances, retirement and estate planning, so that clients can be confident in pursuing their goals.
Pete and his wife, Margaret, have three children, Stella, Anneliese and David. He serves on the Board of Directors for St. Thomas More Academy in South Bend, of which he and Margaret are co-founders. When not working, Pete enjoys spending time with his family and friends, listening to history podcasts, and following Notre Dame football and basketball.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS