Peter has been an investment advisor with Financial Concepts since November of 2006. His primary focus is to help individuals and businesses build and preserve wealth. Peter helps his clients identify financial goals and develops strategies to accomplish them. In addition, he helps grow and protect wealth through sophisticated investment strategies designed to suit client’s particular needs. Peter’s specialty is income planning for those in and approaching retirement. His disciplined, thoughtful approach helps shield investors from the volatility of the market to help provide a reliable income stream.

Peter has been in the financial planning industry since 1998. During this time, he has worked at local financial planning firms, and learned the business from some of the best in the industry. His ethical approach to financial planning is the cornerstone of his business. Peter is a fee based financial planner and Registered Investment Advisor (RIA).

Peter is a Certified Financial Planner (TM) Practitioner, certified by the Certified Financial Planner Board of Standards in Washington D.C. He is also a Level II candidate pursuing the Chartered Financial Analyst designation. He holds a B.A. in Economics from Colorado State University.