EPE Wealth AdvisorsEPE Wealth AdvisorsEPE Wealth Advisors
Phone: 410-508-5910
Pete is a graduate of Niagara University with a Bachelor of Arts degree in Economics, with Honors. Pete was a proud member of the winning Niagara University Golf team.
Pete began his career as a Mortgage Servicing Supervisor in Rochester, New York before taking a position at General Motors as a Sales Analyst at the Rochester Products Division of GM. After 13 years at GM, Pete left to take over the family income tax preparation business which he continues to run today. Wanting to more fully service his clients, Pete became a licensed investment professional in 1995.
In 1995 Pete and his wife Sally were tired of the upstate New York winters and moved to Maryland with their 2 boys. After moving to Severna Park and eventually to Annapolis, the family has enjoyed almost 30 years of the amenities that the area has to offer.
Pete served as Commissioner of Severna Park Green Hornets Youth Baseball for 5 years and is currently the Boy’s Varsity Golf Coach at Archbishop Spalding High School, a position he has held for 23 years. Pete enjoys following the Orioles and Ravens and is a member at The Naval Academy Golf Course, where he is trying to master a game that has no master.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial strategies for every stage of life.
