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Peter has been serving in the financial services industry since 2004. He previously worked for John Hancock Annuities, Transamerica Annuities and Lincoln MoneyGuard, and has been an external wholesaler in the Dallas-Fort Worth area since 2010. He graduated from The Ohio State University with a degree in Electrical Engineering.
Peter married his wife, Katie, spend their free on the sidelines cheering their boys on as they play soccer, football and lacrosse. They are an active family that enjoys skiing, hiking and spending time with their dog, Toby.
Peter is passionate about adding value every time he interacts with an advisor. His goal is to help advisors grow their businesses and help their clients invest with confidence. He is proficient at practice management, retirement planning, prospecting, public speaking and client management, and is a straightforward, optimistic person who enjoys helping people.
Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in Finance and Risk Management and Insurance.
Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time they enjoy traveling, cooking and home renovation projects.
Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.