Pete joined the firm in 2023 and serves as a Para Planner. He graduated from Spring Hill College in 2022 with a Bachelor of Business Administration with a concentration in Financial Economics. In 2023, he received an MBA from the University of South Alabama. He holds his Series 7 securities license and assists in the financial planning process of current and incoming clients, as well as tax preparation. He also assists in client relationship management and other back-office functions.
In his free time, he likes to play golf, pickleball, and attend various sporting events.