Peter has served as a high-level corporate advisor since 1983. Projects that began with assisting presidents of Fortune 100 companies broadened to include mid-sized corporations, closely held companies, start-ups, and corporations requiring capital formation.

By 1991, he refocused his efforts towards fast-growth and emerging companies and has been instrumental in helping entrepreneurs gain control of both their businesses and their lives.

In 1996 he joined his wife Katherine in her efforts in the financial services industry. Since then he has worked with financial advisors, broker/dealers, insurance companies, large corporations, and third-party providers to help businesses and individuals realize their dreams.

Peter is a popular platform speaker and is currently a feature writer for The Journal of Financial Planning. He and Katherine are co-authoring an upcoming book, Become a Multimillion Dollar Financial Advisor, and he is finishing his own book, The Prosperity Principle.