Pete has been a financial advisor since 2006. He began his career at Independence Planning Group outside Philadelphia. While there, he built his practice advising medical and dental professionals. In 2013, he moved his practice to New York to be closer to home and his family.
Today, Pete works with clients across the country helping them make informed decisions around growing and protecting their wealth. Pete works extensively with physicians, routinely lecturing to medical groups and providing financial literacy content to residency and fellowship programs. He has published several articles in medical periodicals on financial planning. Pete Joined Tempus in 2019 to enhance the scope of holistic financial services available to his clients and to provide his clients with the best possible customer service experience. Pete received his B.A. from Gettysburg College, where he was a contributing writer to the Gettysburgian, book editor and a member of the student senate. He currently resides in Brooklyn, NY.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian).