Peter joined Professional Planning Group as a Financial Advisor in 1998. He works directly with clients to develop and implement retirement strategies and has extensive knowledge in the areas of annuities, long term care insurance, and corporate retirement plans. He is the Director of New Business Development and a member of the Executive and Investment Committees.
Experience
Prior to joining Professional Planning Group, Peter spent six years working at MFS Investment Management in Boston. His responsibilities included marketing and servicing their mutual funds and annuity products. He devoted two years to the MFS Retirement Plans Department, where he assisted businesses of all sizes in designing and implementing retirement plans.
Education
Peter earned a Bachelor of Arts from Hartwick College in 1992, where he majored in Human Resources Management. Peter holds the Series 7, 63, and 65 licenses.
Community
Active in the community, Peter serves on the Board of Directors for the Westerly Hospital Foundation. Previously, Peter served on the Board of Directors for the Adult Day Center of Westerly.
Family
Peter lives in Essex, CT with his wife, Katrina, and their daughter, Lauren.
Hobbies
In his free time, he enjoys the beach, yoga, golf, kayaking, paddle tennis and spending time with his family.
