Peter is an Adviser at Penn Mutual. Leveraging over 25 years of professional experience with family related services, small businesses and the non-profit sector, Peter teaches his clients how money works, how to protect it, how to save it, how to grow it, how to enjoy it and how to preserve it for generations to come.
Love. Money. Sickness. Death. These are all incredibly complex and difficult topics to address. Yet, among the most important realities to which one must apply wisdom and understanding. To avoid conflict and confrontation, most people choose to defer these critical conversations until it’s too late. Peter invites clients to allow him to join their story, to offer the language and process needed to have these discussions with loved ones or colleagues.
Successfully navigating these topics requires a unique combination of compassion, empathy, skill, licensure, and experience. Peter is a licensed LEAP* Systems Professional. He uses a proprietary Process and Financial Simulator, not based on popular opinion, but rather governed by Economic Rules and Principles.
Peter is a licensed Life and Health Insurance Agent in Tennessee, Alabama and Georgia in order to help clients secure Disability, Long Term Care, Life Insurance; to set up Annuities and help clients plan for savings and retirement. Along with the Penn Mutual firm, Peter offers a full spectrum of financial services to meet protection and savings desires for each client.
Peter’s family is his love, his life and his reason for waking each day. He loves a mountain cabin, beach condo, shopping in unique cities and traveling to great states and countries. Peter also enjoys motorcycles, woodworking, reading and drawing, and watching great movies and live concerts.
*LEAP® is a trademark and service mark of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to help find tax inefficiencies and aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.