Peter holds both the CPA and Certified Financial Planner TM practitioner designations. He has over twenty years of experience in family office services, personal financial planning and wealth management.
Prior to founding Crosspoint, Peter co-founded Apogee Family Office and acted as its Managing Director of Family Office Services. Before joining Apogee, Peter served as a Family Office Executive with StillPoint Advisors. Before entering the family office services field, Peter worked in financial planning and banking with both American Express Financial Advisors and Wachovia Bank.
Peter loves spending time with his wife and two children. He enjoys exercise of any kind, playing tennis, fishing, mountain biking and all other outdoor adventures. He is a pickleball enthusiast and is passionate about any game that can be played in the backyard. Peter is the co-holder of the Guinness World Record TM for the longest (beach) paddleball rally at 2337 consecutive hits.
Copyright © 2022 Crosspoint Advisory - All Rights Reserved.