Client Service Associate
Peter provides our clients with an intentional listening ear, working closely with them to develop a deep understanding of their values and goals. Peter believes in building genuine relationships and lending the understanding gained through those relationships to help develop personal financial plans specifically designed to help our clients achieve their long-term goals.
Peter works tirelessly to expand his experience and financial acumen. In addition to being a valuable team member of NRG, Peter is working toward his Bachelor of Science of Business and Financial Planning at the University of Phoenix where he is currently on the dean’s list. Peter is also pursuing the CERTIFIED FINANCIAL PLANNER™ certification.
Apart from the investment world, Peter is an avid outdoorsman and competitive pistol and shotgun shooter. He enjoys outdoor adventures with his wife Emma, who is expecting their first child in early 2023. When he’s not camping with friends & family or going on spontaneous adventures with his wife, Peter loves to catch up with his sister and brothers and with his parents, who still live in his early childhood home in Tempe, Arizona.