Pete is a Certified Financial PlannerTM with more than 30 years of experience in analyzing a client's current situation, designing a plan to meet their goals along with constructing a proper portfolio for their needs. Pete’s planning process starts by determining where a client is now, where they want to be, then constructing a plan showing how to get there.

He holds an MBA from Lehigh University along with an undergraduate degree in finance also from Lehigh University. His specialty is creating tax-efficient plans for those in pre and post retirement.

Pete has always lived in the Lehigh Valley and has been an avid sports enthusiast and has a real passion for the game of golf. Contact Pete now for a free consultation to talk about your current financial situation and future financial needs and how to pursue those goals.