Since 1999 Pete has worked with wealthy clients in assisting them in meeting their financial goals. When evaluating this, he considers his clients Risk Tolerance and Time Frame to determine what type of investment is appropriate for their situation. To assist in meeting their goals He utilizes Stocks, Mutual Funds, Variable Annuities and ETF’s. Pete has come to be proficient at 401k Plans, Simple Plans, SEP IRA’s, Roth IRA’s and general investing non tax deferred. He prides himself on the timely returning of client’s phone calls. Pete feels that every client is very important.
His Qualifications include: A Graduate of Lakeland College in Sheboygan with a BS Degree in Business Administration with a Minor in Economics. He also holds a degree with NWTC in Credit Management and Business Administration. He has 40 years of experience in the world of Finance. Not only is he able to speak with clients about their investments, but also how they may handle their Home, Personal and Business Loans.
Pete’s personal life is that he has been married to Gina for 38 years. They have two wonderful young adults aged 29 and 27. His daughter lives in Green Bay and his son lives in Los Angeles, CA. Pete has been an active member in the Optimist Club of De Pere for 15 years. Currently as Secretary/Treasurer since 2009. When Pete has some free time, he likes to weekend in Door County. He personally enjoys being in touch with nature by working in a wood lot in Door County and hunting all kinds of game there with friends.