President and CEO

Pete has over 40 years of experience in the financial services industry and is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Certified Financial Planner (CFP). He graduated from the University of Arizona with a B.S. in Finance. 

Pete has been listed as one of the top advisors in the country by both Worth and Bloomberg Wealth Manager magazines. He is a recognized expert in the industry and has been featured on numerous television and radio programs and in a variety of financial journals. 

Pete has authored several books, is a member of the advisory board for San Diego State University’s Sports Management MBA program, and is retired a Commander from the US Naval Reserve. 

Pete is originally from New Brunswick, Canada. He and his wife, Mary, live in Point Loma and they have five children and two grandchildren. He enjoys rough-water swimming, wood-working, and classic boat restoration.