Focus: Insurance Strategies, Investment Strategies, Business Owners
Pete’s desire to make a difference in people’s financial lives brought him to MassMutual Greater Philadelphia more than 19 years ago. As a Financial Advisor, he works with individuals, families and small businesses, helping them create wealth and security. Pete’s practice is centered on helping his clients organize their finances and construct a game plan to achieve financial security.
As a Certified Family Business Specialist, Pete has broad knowledge and provides insight into the inner workings and challenging dynamics of family-owned businesses. He works with small family business owners with succession planning; federal income and estate tax consequences; planning devices and control issues faced by family-owned businesses; the use of buy-sell agreements; and benefit plan and retirement plan strategies for succession planning.
Pete keeps abreast of the challenges facing families by being active in his community and his affiliations with professional organizations. He is founder of Spirited Business Works, an organization for professionals that provides a forum to strengthen and inspire shared experiences of faith and action. This group nurtures values and reinforces personal integrity; they create strategic alliances to strengthen community while fostering personal and professional development. He is also President and founder of the Philadelphia Business Leaders Alliance and ConnectIn SJ Business Group. Pete is very active in his church and is also an active member of the Camden County YMCA Advisory Board.
Pete resides in Haddon Township, NJ with his wife, Migna, and two sons, Dominic and Lucas.
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2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004