Prior to joining RBC in 2020, Peter was affiliated with Morgan Stanley since 2005. Previously he served his clients at A.G. Edwards and the Heitner Corporation for 11 years. Peter has successfully passed the Series 6, 7, 31, 63, and 65. By focusing on his clients’ objectives, Peter provides advanced institutional risk analysis for the organizations and ultra-high-net-worth families for whom he consults. Many of the families he advises include their children and parents for an all-encompassing multigenerational relationship to include their closely held businesses. There is a Chinese proverb that says “wealth cannot survive three generations,” and Peter uses skills and resources to help fend off this natural tendency.
Peter spends most of his free time with his four beautiful daughters; Lilly, Maizy, Amelia and Charlotte. They join Peter in some of his hobbies including sailing, traveling, golf, philanthropy, and flying. He has had much less success garnering their interests with woodworking, sawyering and working on the house. Peter has enjoyed over 25 years of matrimony with his life partner, Kelly.
Peter really enjoys St. Louis life; he grew up in Glendale and currently lives in Webster Groves. He attended St. Louis University High School and earned his Bachelor of Science degree in finance from St. Louis University. Peter personally funded his education at both schools, as well as ancillary expenses, toiling as a laborer and cleaning classrooms after school to pay for tuition. He serves on the alumni board at SLUH and has served as a financial educator for Youth in Need. He is a board member of In His Hands Orphan Outreach and further supports the Orphanage through the sponsorship of a child, Samuel, in Haiti. Peter currently serves as a board member of the Greater St. Louis Business Aviation Association Educational Foundation and served as a board member of Angel Flight Central from 2015-2022. He has also served on the Holy Redeemer Catholic Church Finance Council for over 15 years. Peter was recognized for his commitment to doing what is right for his clients by being named to AdvisorHub's "Advisors to Watch" ranking for 2024 and 2025 as well as being recognized by Forbes as a "Best-in-State Wealth Advisor" for 2026. Peter is an instrument rated private pilot with a complex aircraft endorsement. He has earned a position in RBC’s esteemed President’s Council in 2024 & 2025. Peter also began further serving his community by becoming a Stephen Minister Leader when he finished his training in February 2025 through his parish, Holy Redeemer.
