Meet Peter
Peter brings over 30 years of experience in the financial services industry, primarily serving public sector employers across the Pacific Northwest. His specialization includes governmental 457(b) and 401(a) plans, as well as executive and retirement health savings programs.
Throughout his career, Peter and his team have successfully managed a substantial client base with significant assets under management. He has overseen numerous large-scale plan conversions, showcasing his ability to facilitate seamless transitions for both plan sponsors and participants.
Peter is a proud husband and father of two wonderful daughters, recently becoming a first-time grandpa. In his spare time, he collects and restores vintage pinball machines from the 1970s through the 1990s, maintaining a collection of 15 playable machines. Residing in Olalla, Washington, with his wife Shannon, Peter enjoys the outdoors, hiking, camping, and working on his golf game.