PROFESSIONAL PROFILE

-Services Offered: Peter develops financial strategies for individuals, families, and business owners. He works in partnership with corporate leaders to provide effective business retirement plans and executive compensation plans.

-Service Philosophy: Peter recognizes the importance and value of quality client communication. Your questions and inquiries are addressed in a timely fashion incorporating clarity and understandable language. His intent is to provide you with peace of mind and efficiency in effectively pursuing your intended objectives.

-Individualized Financial Strategies: Each client that Peter serves is offered a written financial strategy to help plan the pursuit of their financial goals. Peter’s experience and resources provide the opportunity for clients to make informed decisions. He is confident you will enjoy his individualized approach and personal service.

-Corporate Retirement Plans: Peter reviews business retirement plans for compliance with best-practices industry standards. Reviews include examination of fee structure, fiduciary responsibilities, investment diversity, and a plan’s utilization and participation. Additionally, Peter reviews plan design, recordkeeping, and the advisory service levels.

-Licensing: To be positioned to address a wide array of financial needs, Peter is licensed to provide solutions utilizing investments, annuities, life insurance, and long term care insurance.

-Education: Peter has earned the Certified Financial Planner® certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor^SM designation, the Chartered Retirement Plans Specialist ^SM designation, the CFM™. He was awarded a Masters of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University and a Bachelors of Science degree in Mechanical Engineering from the University of Illinois.

-Professional Background: As a corporate executive prior to Merrill Lynch, Peter's demanding responsibilities left him little time to attend to his personal portfolio. He appreciated the quality service, access to world-class research, and professionalism he found at Merrill Lynch so much that he joined the firm in 1999.

-Professional and Personal Interests: Peter is active with the Rotary Club of Madison, and a member of Madison Area Business Consultants and TEC Associates. He is past president of his church advisory council and past advisory board member for Candella Solutions, LLC. He has participated in Habitat for Humanity projects in Madison and New Orleans, and humanitarian efforts in Peru.

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