As a cofounder of our boutique investment firm, Pete is truly driven to help our clients succeed and get to the next level. He takes an active role in our clients’ day-to-day wealth management, spending much of his time acting proactively to ensure their investments are aligned with their values and goals, responding to their needs, and helping them navigate their financial decisions with purpose. He is an involved and invested partner in his clients’ lives, making it a point to be readily available and provide personalized advice for their unique circumstances. With more than 30 years of experience, he is honored to be a guide for his clients and enjoys helping them navigate the complexities of their financial world with confidence.
Advising Approach
From day one, Pete’s focus has been on taking care of his clients and putting their needs first. He believes in genuine listening with the goal of gaining a deep understanding of the people he works with. He approaches each client without a preconceived agenda, and he spends time getting to know their needs, goals, preferences, and personality, then crafts his approach and recommendations accordingly. Trust is the foundation of his every relationship, and he fosters clear communication that helps his clients understand their strategies on a practical level.
Education & Credentials
- Certified Investment Management Analyst (CIMA) – Wharton School, University of Pennsylvania
- Bachelor’s Degree General Management / Finance – University of New Mexico
Personal Life
Pete lives in Albuquerque, New Mexico, with his wife Tracy and their dogs, Henry and Hudson. He and Tracy married in 1993 and have three adult sons—Jack, Sam, and Peyton. Pete and Tracy visit their boys as much as possible, and they’re passionate about traveling and spending time outdoors. In their free time, they particularly love playing tennis with friends.
A Q&A with Pete
What’s your favorite quote or saying?
“Pick up the mop,” which essentially means, “Do whatever it takes to be successful.” Successful businesspeople are usually the ones on their hands and knees cleaning, doing the extra work because they care. I’m not above anything.
What (or who) makes you laugh?
I think it’s good to laugh at yourself, and not take yourself too seriously.
What is one thing every person should add to their daily routine?
Take time to be thankful, and stay positive.