About
Pete is dedicated and driven advisor consultant; specializing in assisting financial advisors, registered representatives and IAR's using proprietary products to lower the risk in their clients portfolio, increase their returns, and cut their fees in half. Additionally, Pete works with insurance agents in supporting their clients with legacy planning, 401k rollovers, and retirement income planning.
Pete can also provide state of the art, turn-key, customized marketing platforms that are geared to allow his advisors to connect with more prospects and build long-lasting relationships.
Along with being a Senior Advisor Consultant, Pete is an active member of the United States Air Force, 175th Air Wing in Baltimore, Maryland. Dedicated to supporting and securing our community and our country.