Pete believes that good, honest, hard-earned advice is very hard to come by. He is confident and proud that his team consistently provides the very best advice to their clients. No stranger to hard work, ethical competition and collaboration, Pete brings invaluable personal experiences to each relationship, both as a former NCAA Division I College baseball player and as a business owner. These experiences have helped him better understand the needs and priorities of those he serves. Pete began his career in financial services in the mail room in 1991, and has learned his business from the ground up.
For Pete, every good wealth management strategy begins with a plan. His portfolio management and risk management recommendations are determined by that plan. He and his team get great satisfaction from providing the planning road map that helps clients make the best, most-informed decisions.
A graduate of the University of New Mexico, with a B.A. in general management and finance. Pete also earned his CIMA® from the Wharton School, University of Pennsylvania in 2005. He holds his Series 7, 9, 10, 31, 63 and 65 securities licenses, and is licensed in more than 15 states.
Outside of work, Pete and his wife, Tracy, have been dedicated volunteers for various PTAs, the YMCA, Little League of America, American Youth Basketball Association, Rotary International and the University of New Mexico. Pete has also served on the boards of a number of organizations. He, Tracy and their three boys, Jack, Sam and Peyton, love being active, traveling and giving back.
AZ, CA, CO, FL, KY, MA, MO, NC, NM, NV, NY, OK, PA, SD, TX, VA, WA, WY