Corporate Retirement Plan Advisor
Pete has served a combination of 401(k) clients and individual investors for the past 28 years. The foundation of his approach is centered around relationships with clients and team members. He leads an experienced team to help clients think through decisions, which consists of service-minded, teacher-coach type professionals. Combine this with treating people the way you want to be treated, and approaching decisions with the client’s financial interests in mind, our goal is to create an extraordinary client experience.
Pete grew up in South Bend, graduated from Manchester College, and has lived in Indy since 1993. He played baseball in college, completed several marathons and triathlons, and even played old-man baseball a few years ago. He loves listening to live music and traveling to new and exciting places. He is most proud of his three daughters Kaylee, Ellie and Kylie, his significant other Tara, and their two dogs Paisley and Miley.