Pete is dedicated to helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Pete’s extensive experience –throughout major shifts in the market – enables him to help his clients structure balanced portfolios to address their specific financial goals. Backed by a full-service investment firm, Pete has access to an array of resources to help him remain fully invested in his clients’ success. Pete is committed to his clients and the community.
Pete began his financial services career in 2005 as a Financial Advisor with A.G. Edwards*. In 2011, Pete and his business partner, Chris Crain, opened an independently owned office for Wells Fargo Advisors Financial Network in Cedarburg. They merged with Barth Guilette’s office in Sturgeon Bay in 2012 creating CedarDoor Wealth Management. In 2013, Pete became a partner of CedarDoor Wealth Management, along with Chris, and in 2015 they welcomed new partner, Carrie Schilz.
Pete is a graduate of Carroll University with a degree in Economics and Business Administration. Previous work experience for Pete includes 24 years developing systems in the financial services industry, 16 of those years with eFunds Corporation including global responsibilities in 28 countries.
Pete and his wife Jean reside in Cedarburg and have three adult sons. Pete and Jean enjoy biking and kayaking and spending time at their cottage in Fish Creek.
*Predecessor firm of Wells Fargo Advisors Financial Network