Peter, a CERTIFIED FINANCIAL PLANNERโข professional, joined Tanglewood in 2016 as a Wealth Advisor.
Since 2003, Peter has spent his entire career in the ๏ฌnancial services industry. He is skilled at helping individuals and families discover what is most important to them, and then identi๏ฌes strategies to manage their wealth in accordance with their goals.
Peter has worked for a local wealth-management firm, a national multi-family office, and a Michigan-based ๏ฌnancial advisory ๏ฌrm. Peter holds a Bachelor of Business Administration in Finance from the Haworth College of Business at Western Michigan University. He graduated magna cum laude.
Originally from Detroit, Michigan, and previously a resident of Florida and Arizona, Peter jokes that he got to Texas as fast as he could. Peter and his wife Alexis, a native Texan and Houstonian, live in Kingwood with their children, Alexandra and Allen. In his free time, Peter enjoys spending time with family, reading, and traveling.
