Pete’s interest in helping people navigate financial decisions brought him to Vista Wealth Solutions more than 23 years ago. As a Financial Advisor, he works with individuals, families, and small businesses, helping them organize their finances and evaluate strategies aligned with their goals and circumstances. Pete’s practice focuses on helping clients build a clear, structured plan and make informed decisions over time.

Pete holds the Retirement Income Certified Professional^® (RICP^®) designation and focuses on retirement income planning considerations, including evaluating income needs, risk considerations, and the tradeoffs that can arise during retirement.

As a Certified Family Business Specialist^{® (}CFBS^®), Pete works with family-owned businesses and closely held companies on succession and continuity planning considerations. His experience includes helping clients evaluate topics such as ownership transition objectives, buy-sell agreement considerations, coordination of benefit and retirement plan strategies, and general tax-related planning topics in collaboration with a client’s tax and legal professionals, as appropriate.

Pete keeps abreast of the challenges facing families by being active in his community and his affiliations with professional organizations. He is the founder of Spirited Business Works, an organization for professionals that provides a forum to strengthen and inspire shared experiences of faith and action. This group nurtures values and reinforces personal integrity; they create strategic alliances to strengthen the community while fostering personal and professional development. He is also President and fo under of the Philadelphia Business Leaders Alliance. He is the leader of the Faith in Action group at his church and also volunteers with Joseph’s House in a leadership role to help end hunger in Camden, NJ.

Pete resides in Haddon Township, NJ with his wife, Migna, and three sons.