Advisor Profile

Peter is a seasoned wealth management professional with over 20 years of experience guiding clients through complex financial planning, investment strategy, and tax-efficient wealth solutions. As Senior Director of Wealth Management at Choreo, he specializes in retirement and estate planning, business transactions, and philanthropic strategies.

Peter takes a comprehensive, collaborative approach, working closely with CPAs and attorneys to deliver customized solutions for clients he serves. His expertise in tax planning and investments allows him to create integrated strategies that preserve wealth, drive growth, and support lasting legacies for individuals and families, business owners, and retirees.

A recognized leader in the industry, Peter is a past president and chair of the board of directors for the Financial Planning Association of Central Virginia. He also played a key role in developing the nation's first Juris Doctorate program focusing on wealth management at Liberty University School of Law. In addition, he serves as an active board member for Commonwealth Community Trust, a national 501(c)(3) organization that administers pooled trusts for individuals with special needs.

Peter is a sought-after speaker, educator, and contributor to national financial publications, where he shares insights on financial independence, estate planning, and tax strategies.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• Certified Financial Planner™
• Financial Planning Association 
• Board of Directors, Financial Planning Association of Central Virginia
• Board of Directors, Commonwealth Community Trust 
• Advisory Board, Liberty University School of Law
• Volunteer, Junior Achievement

EDUCATION

• B.S. in Finance, Virginia Commonwealth University