Pete serves as a lead advisor and relationship manager to high net worth individuals, families and organizations including closely held and family owned businesses. Pete works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Once he has this understanding of client goals he engages his broader team of investment and estate planning professionals to create a unique and constantly evolving strategy to help meet these goals.
Pete has over 30 years experience in the financial services industry to include roles in banking, investments and trust. He serves as a trustee for St. Joseph Parish in Racine,WI.
He is a graduate of UW-Madison. In his spare time he enjoys reading and exercising. Pete and his wife Lisa live in the live in the Village of Wind Point, WI.