Pete has been helping clients navigate their financial paths for over 30 years with thoughtful financial planning and implementation. He develops a deep connection with clients thanks to his loyalty, empathy, and ability to listen, engage and collaborate. These core strengths have served him well throughout his career to deliver for clients in meaningful ways.
Pete began his career in the financial services industry while living in the Twin Cities. His experience spans several areas within financial services including serving as a financial advisor, relationship management, investment manager, and developing estate protection strategies.
Pete is a local through and through. He grew up in Saint Peter and received his bachelor's degree from Gustavus Adolphus College in American History and Geography. Hence his connection with mapping and geography in general. Pete also holds the CERTIFIED FINANCIAL PLANNER™ designation.
When he's not helping clients or supporting the Saint Peter community, he enjoys spending time with family as well as both watching and playing sports.