Pete offers a customized and objective approach to personal investment and retirement planning. As an independent financial adviser he uses third party research, leading to investment recommendations tailored to meet each client's needs. His investment philosophy is to take on only as much risk as necessary to meet your goals. Pete is committed to provide a high level of service and an ongoing dialogue, including regular portfolio reviews, performance analysis and recommendations that align with your tolerance for risk, time horizon and life goals.
Pete received a Bachelor of Science degree from the University of Texas at Austin. While at UT, Pete was on the men's tennis team, earning All Big 12 conference honors for his academic and tennis accomplishments.
Pete enjoys giving back to the community. In addition to serving as a Trustees for the Salina Education Foundation, he is a member of AMBUCS, supports the Hospice of Salina, and the Salina Charities League.
While away from the office Pete enjoys spending time with his wife Rachel, and their two sons Isaac and Ethan. He enjoys reading and being outside playing golf, tennis, and snowboarding.