Advisor Profile

As a Director of Wealth Management at Choreo's Mishawaka, Indiana office, Pete is committed  to begin a faithful steward of his clients' wealth, helping high-net-worth individuals and business owners navigate complex financial decisions with confidence. He specializes in business transition and transaction planning, estate planning, financial planning, insurance planning and asset protection, retirement planning and tax-efficient strategies.

Taking a holistic approach, Pete works closely with his clients to understand what matters most to them, crafting comprehensive financial plans that align with their goals. His mission as a trusted advisor is to remove the financial stress and uncertainty that often comes with managing personal and business finances, retirement, and estate planning - allowing clients to focus on what they value most.

Before joining Choreo, Pete was a Supervisor at RSM US LLP. Prior to that, he worked at Fidelity Investments, where he advanced from Financial Representative to Relationship Manager, and served as a Field Agent for Knights of Columbus Insurance.

Beyond his professional work, Peter and his wife are co-founders of St. Tomas More Academy in South Bend. They have five children and enjoy spending time together as a family. In his free time, Pete enjoys reading good literature, listening to history podcasts, and following Notre Dame football and basketball.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CFP^®
• Elkhart County Estate Planning Council
• Michiana Estate Planning Council

EDUCATION

• Master of Theological Studies, University of Notre Dame
• B.A., Philosophy (graduated cum laude), University of Notre Dame