Pete joined our firm as a Client Service Manager in April 2015. He brings nine years of industry experience with a focus in Licensing and Registration, Operations, and most recently, two years working for a back-office portfolio accounting solution. Pete prides himself on being attentive, responsive and very solution driven. He also enjoys lending his past experiences to assist fellow internal stakeholders in their day-to-day duties. His main daily focus is to assist our advisors and internal stakeholders to help our clients achieve True Wealth.
Pete grew up in Omaha where he met his wife Kim. Pete and Kim have a daughter, Haley Marie, who was born in August 2015.
When not in the office, Pete enjoys spending time his family and chasing around Haley and Haley’s partner in crime, their Lab Shepherd mix, Abbey.
If not spending time with his family and friends, you will likely find Pete on a golf course or rooting for his favorite sports teams, the Huskers, Green Bay Packers and Boston Red Sox.