Director of Marketing | Financial Planner
Education & PhilanthropyPete received a Bachelor of Science in Accounting Magna Cum Laude from the University of Delaware in 1990. He earned his CPA® certification in 1992. Pete has served on various non-profit organization boards in leadership positions and is extremely passionate about financial literacy and education. Pete is a life-long resident of Montgomery County, Maryland and resides in Gaithersburg. In Pete’s free time, he enjoys spending time with his three adult kids, traveling, working out and following the Steelers with his two sons.
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