Advisor Profile

Peter is a Managing Director at Choreo and a seasoned advisor with more than three decades of experience guiding high-net-worth and ultra-high-net-worth individuals, families, and business owners through the complexities of wealth management. He is known for his steady, client-centered approach, helping clients navigate important financial decisions with clarity, discipline, and a long-term perspective. 

At Choreo, Peter works closely with clients to deliver thoughtful, integrated wealth strategies tailored to their evolving needs. His focus is on helping clients preserve and grow wealth, navigate complexity, and make informed decisions that align with both their financial objectives and broader life goals. He brings a disciplined approach to investment strategy and planning combined with a deep commitment to long-term client relationships. 

Peter was the founder of Resource Financial Group, Ltd., an independent advisor firm based in Wilmette, Illinois, which he established in 1996. Over three decades, he built the firm into a highly respected practice known for its comprehensive approach to wealth planning and investment strategy, grounded in integrity and client-first advice. Earlier in his career, Peter served as a Senior Financial Advisor with American Express and gained foundational experience in both banking and accounting, shaping his perspective on financial planning and tax strategy. Throughout his career, Peter has been a trusted voice in the industry, contributing insights to a range of national and local media outlets. He is particularly known for his ability to simplify complex financial concepts, enabling clients to engage more confidently in their financial decisions.

Outside of his professional life, Peter enjoys spending time on the tennis court and cheering on the Chicago Cubs. He lives in Glenview with his wife, Kim.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®

• CRPS®

• Series 63 - FINRA

• Series 65 - FINRA

EDUCATION

• MBA, Quinlan School of Business, Loyola University, Chicago

• BS, Commerce / Finance, DePaul University