With more than 32 years of experience in the financial services industry, Peter is passionate about the financial markets and investing. To maximize his clients’ long-term financial health, financial legacy and retirement savings, he follows the disciplines practiced by investors like Warren Buffett. Peter believes good investment returns are derived from buying and holding companies with a strong balance sheet and solid history of revenue, earnings and dividend growth over time. He is equally passionate about bringing his clients the best possible advice and council, and to that end, he educates clients about their investments and how they will help them pursue their goals.
Whether the outcome is a confident retirement, ensuring children have well-funded educations without substantial debt or passing along a legacy to the next generation, Peter will construct and implement a personalized plan to work toward the goal. He takes the time to get to know his clients, determine their needs and priorities, and then creates a customized strategy based on their investment objectives and risk tolerance. Peter chose to become a financial advisor because he finds the process of providing advice and seeing positive results achieved extremely rewarding.
Peter’s career in the financial services industry began as a financial advisor with Dean Witter in 1984. Since that time, he gained a breadth and depth of experience working as an institutional trader on the floor of the Chicago Mercantile Exchange and as a financial advisor at Merrill Lynch and Smith Barney. Additionally, Peter is a Certified Financial Planner (CFP®) practitioner, a prestigious designation which demonstrates his capability to design specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth.
An outgoing person with a reputation as a great storyteller, Peter enjoys meeting new people and sharing life experiences. He is an outdoorsy person and particularly likes camping and going to sporting events. Peter is also an active member of the Sacred Heart Church in Winnetka and has served as the treasurer during their annual “Night Lights” fund raiser. And although he knows it sounds boring to many people, he truly listens to news, especially financial, around the clock.