
About
Pete has a vast experience in the financial industry that started in 1987. He provides personalized, comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete has also helped clients with their philanthropic requests. Additionally, he works with company retirement plans and counsels owners and management on plan design, offering unbiased, objective solutions. Pete joined Wealth Enhancement Group in 2020 through the SVA Financial acquisition. Pete is married to Katie, a project engineer, and has two sons, Joseph (Alyx) and Nicholas (Katie). He enjoys golf, boating, and traveling.
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