Pete is an expert in helping investment committees construct suitable investment lineups for qualified and non-qualified plans. With over two decades of experience in the financial services industry, he has been working exclusively with corporate clients for over a decade. Pete’s daily goal is to make a meaningful impact in the lives of those we serve, emphasizing his role as a steward of the retirement industry. He is committed to assisting participants with diligence and care, ensuring that everyone has the knowledge to retire with dignity.

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