As a Financial Planner, Peter combines his financial acumen with a deep commitment to helping clients meet their short-term needs and reach their long-term goals. He follows the same consultative approach as his fellow team members — emphasizing service, education, and uncompromised quality.
He is passionate about financial education and conducts seminars on various financial topics of importance to employees at major corporations in the tri-state area. Since 2009, Peter has been a perennial Leaders Conference qualifier. He has continued to achieve Conference status under MassMutual in 2018 and 2019. Peter holds his Series 6, 7, 63, and 65 securities licenses and is licensed to sell Life and Health insurance products.
Peter firmly believes in helping those in need. He takes pride in being part of a team that gets involved with highly important organizations in the community. As represented on the ‘Community Involvement’ page, Peter and the team spend their time with local charities, contributing to their causes and helping to build stronger communities.
Peter continually pursues further education and has received the CASL®, and ChFC® designations. Peter earned his B.A. degree from Syracuse University and received a Master of Business Administration from The University of New Haven. Peter lives in Middlebury, CT with his wife, Danielle, and daughter, Madison. He loves to travel, enjoys salt-water boating and fishing, and skiing.