Pete has a passion for helping others achieve financial independence through comprehensive wealth management services. With over a decade of experience, he has the accumulated knowledge and perspective to help you work toward your retirement dreams.

Pete endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice, using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your tolerance for risk, and the performance needs of your portfolio.

Based on your unique situation and an analysis of the current financial markets, Pete designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Pete began his career in financial services with one of the largest firms on Wall Street. Today, he takes pride in his boutique, independent wealth management practice where only his clients and their goals drive decision making. His services include investment management, financial planning, college savings plans and more through Raymond James.

A native of Salina, Kansas, Pete currently resides in Austin, Texas. He attended the University of Texas at Austin where he achieved All Big 12 Conference awards on the tennis court, and in the classroom. Over the years, Pete has been involved in numerous fundraising efforts helping organizations throughout central Kansas, Kansas City and Austin. Away from the office, Pete can be found outdoors on his snowboard, playing golf, tennis and helping coach his kids’ sports teams. He and his wife, Rachel, have two sons, Isaac and Ethan.

For a complimentary, no-obligation consultation with Pete, contact him today.