Our Team

For 13 years, prior to forming his own practice in 2012, Peter was a First Vice President/Wealth Management Advisor at Merrill Lynch's World Financial Center headquarters’ office in New York City. Before his financial advisory career, he was the sole proprietor in a sports cards and memorabilia business. Peter lives in Ridgewood, New Jersey with his wife, Sara and their 3 children. He maintains a vacation property in Sandy, UT. In his spare time, he enjoys skiing, attending Ranger and Yankee games, cooking, collecting wine, and traveling.