Peter joined his son Dave in financial services in 2016, after a successful sales and management career in the electronics industry.
He earned his Bachelor's degree from the University of Massachusetts Amherst. He is a member of the National Association of Insurance and Financial Advisers (NAIFA) and the Million Dollar Round Table (MDRT)1 since 2017/2018.
Peter provides integrated financial strategies working with business owners, individuals and families. Many of Pete's clients are in or near retirement.
Peter is an Agent with New York Life Ins. Co. & a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency.
Peter and his wife Denise reside in Wrentham, MA and have a daughter Colleen, a son Dave and grandchildren. He enjoys family time, the beach, golf and following the major New England sports teams.
If you’d like to learn more about Peter and how he may be of service to you, you can call or email him any time to schedule a consultation.
308 W Central Street, Suite A
Franklin, MA 02038
Two Lakeshore Center, 2nd Floor
Bridgewater, MA 02324