“I love what I do because I can make a significant impact on my clients' lives.
My role is all about helping people by really listening to their concerns, finding out what is important to them, and then coming up with the right strategies to help them achieve their goals.
I am honored to serve as my clients’ advocate and provide independent advice that serves their best interest.”
Senior Wealth Advisor
Peter, a CERTIFIED FINANCIAL PLANNER® professional, joined Tanglewood in 2016 as a Wealth Advisor.
Since 2003, Peter has spent his entire career in the financial services industry. He is skilled at helping individuals and families discover what is most important to them, and then identifies strategies to manage their wealth in accordance with their goals.
Peter has worked for a local wealth-management firm, a national multi-family office, and a Michigan-based financial advisory firm. Peter holds a Bachelor of Business Administration in Finance from the Haworth College of Business at Western Michigan University. He graduated magna cum laude.
Originally from Detroit, Michigan, and previously a resident of Florida and Arizona, Peter jokes that he got to Texas as fast as he could.
Peter and his wife Alexis, a native Texan and Houstonian, live in Kingwood with their children, Alexandra and Allen. In his free time, Peter enjoys spending time with family, reading, and traveling.