Peter is a Wisconsin native and University of Wisconsin Business School graduate with degrees in both Marketing and Management.
Peter started his career working for a boutique investment banking firm in downtown Milwaukee. Working primarily in the medical and insurance arena, he has been a stakeholder in several local startups such as Criticare Systems and Universal Medical Buildings. In addition, for nearly three decades Peter helped shape the medical industry by helping build Associates for Health Care (AHC), which became Wisconsin's largest independently owned PPO.
Since then he has continued to build and grow successful businesses and partnerships and most recently joined the financial services industry. In addition to his healthcare navigator’s license, Peter holds his life and health license and sits on the Shorewoods Design Review Board. Peter is also the Boy Scout Troop Commissioner for the Polaris District 383.
Peter looks forward to helping you and your company develop a financial strategy that fits your unique needs.
Area(s) of Focus
- Insurance Strategies