Vice President of Operations, Financial Consultant
Peter joined G9 Financial in 2017, bringing with him over 30 years of experience in the financial services profession, including roles at Allstate Financial Services, MetLife Financial Group, Baystate Financial, and the Patriot Financial Group.
In addition to his expertise with operational processes and efficiency, his true passion is helping families with a special needs dependent address their planning concerns. Peter’s knowledge, compassion, and dedication make him the perfect addition to the G9 team. He holds FINRA Series 6 and 63 licenses.
When not advising families on the best strategies to meet their financial goals, Peter is active in the local community volunteering for several organizations and enjoys spending time with family and friends.