Pete is a Senior Wealth Manager with SVA Plumb Wealth Management, LLC.
With more than 28 years of experience in the financial industry, Pete provides comprehensive financial planning and investment management that helps his clients reach their goals.
Pete works with individuals and families, providing them investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete has also helped clients with their philanthropic requests.
Pete helps businesses with their retirement plans, and counseling owners and management by offering unbiased, objective solutions. He also meets with employees of 401(k) plans, providing educational support so they can make educated decisions that will affect their retirement.
- Marquette University - Bachelor of Science - Business Administration
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association (FPA)