Peter is a CERTIFIED FINANCIAL PLANNER™ and held a Certified Public Accountant license, though he no longer practices. With his strong professional background, he became a Financial Advisor in 1990. With over 25 years of industry experience, he advises high-net-worth individuals, endowments, foundations, non-profits and small businesses.
In addition to participating in his family’s 80-year-old winery, Peter was a founding member of the Lake-Geauga Fast Track 50, a premier business recognition program. Peter graduated from Kent State University with a degree in business administration, and he holds Series 7, 9, 10, 31, 63, and 65 securities licenses.
Active in his community, Peter has served on various local boards, such as the YMCA and United Way. He lives in Concord with Sharon and sons, Dante and Dominick. He enjoys downhill skiing, golf, pickleball, and fishing.