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As a Financial Services Representative, Peter’s passion has always been to guide families and business owners in building their financial freedom. Peter has the skills, knowledge, and experience required to help meet any client’s goals and to be a lifetime financial resource.
Peter is an integral member of a team that teaches retirement strategies through an award-winning program that provides a comprehensive, holistic approach and view of getting to retirement, no matter how far out that retirement may be. This program allows Peter to customize your retirement to your financial needs.
Born and raised in Panama, his father was a US Government police officer for the Panama Canal Zone — the unincorporated territory of the United States. Once America transferred powers of the Canal Zone to Panama in 1980, Peter moved to the United States and has lived in Alabama, Virginia, Texas, and South Carolina while working in the corporate and private sectors.
As a 34-year resident of the South Carolina Low Country, he has opened and sold two successful small businesses. After experiencing the challenges of small business ownership, Peter focused on financial planning for business owners and families.
Peter is married with three children and a proud grandfather of three grandchildren. He enjoys helping people and being a resource for them, as well as fishing, cooking, playing golf, and spending time with family!
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in SC
Check the background of this registered representative on FINRA’s BrokerCheck