Peter began his career in the Financial Services Industry in 1973. In 1975 he became a Career Representative, with National Life Insurance Company, a Mutual Life Insurance Company located in Montpelier, VT, founded in 1850. He has continued his relationship with that company to the present day.
Peter began his relationship offering securities with Raymond James Financial Services, Inc. in 1984. He currently serves as the LPL Branch Manager of Wexford Financial Strategies, office of supervisory jurisdiction through LPL Financial. Currently Peter is a member of The American Business Association, Vistage International, and the Long Island Business Development Council. Peter is also the Co-Chair of the sales and marketing committee for The Hauppauge Industrial Association.
With more than 39 years of financial planning, insurance, and investment management experience, he is responsible for assisting individuals in establishing long-term financial plans, including estate planning, retirement planning, and portfolio management. In addition to planning for closely held businesses and their “Exit Planning” needs, Peter also focuses on the needs of the elderly assisting them with their special financial concerns.
In 2002, Peter became a founding partner in Dutcher Crossing Winery located in Healdsburg, CA. In 2011, he became a founding partner in Kai Vodka. The firm distills vodka from rice in Vietnam.Being from Vermont a state steeped in agriculture, coupled with a desire to preserve open space, along with his involvement in a winery and vineyard, Peter has been involved in land planning and preservation with his clients for many years. Currently he works with the wine industry in Northern California and North Fork of Long Island along with the agricultural industry in Vermont to help his clients plan for challenges that land ownership represents. Peter joined the Nassau Land Trust Board of Operations, an organization dedicated to preserving open space in Nassau County Long Island in 2009.
"Helping you Face your financial future with confidence"
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