Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Associations and Memberships
- 2011-2012 NAIFA Quality Award
- 2006 Northwestern Mutual Forum Member
- 2006 Northwestern Mutual Crystal Award - Associate of the Year
- 2005 SFBAG Associate of the Year
- 2005 Northwestern Mutual Forum Qualifier
- 1996 Gold Award - Top 20 in Western Region
- 1995 Silver Award - Top 20 in Western Region
- 1994 Bronze Award - First in Western Region
Professional Designations
- Chartered Financial Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Certified in Long Term Care (CLTC)
Years of Experience
Representing Northwestern Mutual since 1993.
Education
Bachelor of Arts in Economics from Harvard College
Personal
Both of Peter’s sons are off to college. Timmy is a senior at University of Pennsylvania and Jay is a freshman at University of Michigan. Peter is golfing as much as possible and still making pizzas which is one of his passions. Patti is back to working as a Registered Dietician and advising Peter to make less pizza!
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
