Pete has enjoyed a multi-faceted career as a Tax Lawyer, Corporate Executive, Sales and Distribution Leader, and Advisor for over 25 years. Pete has helped companies and employees build sound retirement strategies that deliver peace of mind and predictable results. He learned early in his professional career that we are all searching for the same thing – a good night’s sleep. Pete strives to deliver this goal whether working for companies or individuals.
Pete received his undergraduate degree in Finance from the University of Notre Dame and his law degree with an emphasis in tax from the Indiana University Robert H. McKinney School of Law. He is a Certified Public Accountant and a member of the Indiana CPA Society. He is an avid runner having qualified and finished the Boston Marathon and is also an Instrument Rated Private Pilot.
“My career has afforded me many experiences from practicing law and accounting to working for large retirement organizations as part of their senior management teams. Throughout these experiences I have received the most joy and satisfaction in helping employers achieve their goals with respect to their business retirement plans and in working with individuals as they plan for and work to achieve their goals. I believe my mulit-faceted background has uniquely positioned me to provide my clients a more holistic degree of counseling from multiple perspectives including legal, tax, and financial. One area in particular in which I focus is in working with pass through tax entities such as Partnerships, LLCs, and S-Corps and their respective partners, members, and shareholders as these individuals have unique financial lives.”