Peter works mostly with physicians and strives to learn as much as possible about each client’s current and future plans before helping them to understand the steps necessary to becoming financially independent, reaching the position of working by choice rather than necessity.
He chose the financial planning profession because of the potential to help and make a meaningful difference in the lives of his clients and their families each and every day.
He began his career in England with Prudential Assurance Company Ltd and earned the Chartered Financial Consultant designation, from the Chartered Insurance Institute in England, before moving to the United States in 1998 to join the Thompson Financial Group.
Peter met his wife, Julie, during her pediatric residency and they now live in Parkton, Maryland with their four children.
Away from work, he enjoys time with his family, playing and coaching soccer, mountain biking and volunteering at Our Lady of Grace church and with the Knights of Columbus.