Pete is the newest addition to HighPoint Planning Partners. He is delighted to be joining the Highpoint team in Downers Grove offices, conveniently located off of I355 and Butterfield Road.
Pete graduated from Indiana University in Bloomington Indiana with a Bachelors in Science in Finance. He’s been involved in the Financial Services arena since 1983. Pete’s first ten years in the industry he focused on institutional fixed-income portfolio’s primarily with community banks.
Since 1994 Pete has worked with Individuals, families and business owners providing guidance and education in all areas of Wealth Management. These areas include accumulation and Retirement Planning in terms of Investment Planning, risk management, estate and wealth transfer.
Pete’s planning philosophy allows him to create a personalized program for each client, based on their own unique goals and circumstances. The extensive investment and planning platform offered by LPL Financial enables him to create a highly customized program, tailored to each individual client.
Pete and his wife Suzanne have two children, and reside in Wheaton, Illinois for the past 25 years. He enjoys golf, reading, and traveling with his family. Pete gives back as a past Board Member at the Epilepsy Foundation of Greater Chicago, where his focus is on improving the lives of those living with epilepsy.
Chartered Retirement Plans Specialist (CRPS) conferred by College for Financial Planning.