Peter joined PCG after being a principal with APW Wealth Advisors. Peter’s background in finance and business lending, including experience with the day-to-day operations of the business owner, puts Peter in a unique position to evaluate a business owner’s planning.
He resides in West Simsbury, CT with his wife Kristin and sons Nick and Sam.
Education and Affiliations:
- B.A. St. Anselm College in Business
- M.S. Rensellaer in Hartford
- CERTIFIED FINANCIAL PLANNER™ since July 2009
- Director Emeritus of the Simsbury Chamber of Commerce
- Treasurer of the Simsbury Fire District
Blog Entries:
The Major Do's and Don'ts of Family Business Succession (July 31, 2020)