Pete believes that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Pete comes in. Pete is a trained, licensed professional, who has been in the financial industry for 30 years. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, he can help you.
Pete started in the financial services industry as an intern at IDS (now Ameriprise Financial) in 1985 while still in college. By 1990, he had his own practice and has been financially guiding his clients ever since. He takes the approach that a good personal as well as a professional relationship with his clients is necessary in order to work together to help them reach their retirement goals.
Pete is a graduate of Hamline University where he played both hockey and soccer for the Fighting Pipers as well as captaining the hockey team. He graduated with a Bachelor's Degree in Business Administration with a Psychology minor. He and his wife, Diane, have raised 7 wonderful children, with many of them competing for the University of Minnesota Golden Gophers on the field and rink. Pete has also coached youth Select Hockey teams in Minnesota with dozens of players going on to play for Division 1 colleges and professional ranks.
Pete would love to go over your retirement plan with you, so please reach out to us today if you think your plan is out-of-date. Pete has also created a Webinar that you can watch.