Peter has spent more than 15 years understanding the diverse needs of small business owners, retirees, divorcees, widows, and widowers.
Specializing in retirement planning and investment advisory services, Peter provides comprehensive wealth management services to his clients and integrates investment and tax management. He uses an objective financial planning process to develop tax-efficient investment strategies for his clients to coordinate their financial goals with their resources and risk tolerance.
He is a past president and chair of the board of directors of the Financial Planning Association of Central Virginia. He also served on an advisory board to help develop the nation’s first Juris Doctorate program focusing on wealth management for Liberty University School of Law. Peter is an active board member for the Commonwealth Community Trust, a national 501(c)(3) that administers a pooled trust for people with special needs throughout the country. He is also a regular speaker and continuing education instructor and has been interviewed and featured in national financial publications.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS