About


Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.


 


Peter currently serves on the Board of Trustees for the Summit Cares Foundation. He is a fan of the Philadelphia Eagles and enjoys coaching little league. He loves taking Disney vacations with his wife Jacqueline and their three children.


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