Peter first approached me in 1992. Initially, I resisted meeting with him even though he was referred by a business acquaintance of mine. He told me that he would work in concert with my accountant and attorney to make sure that we were all pulling in the same direction, that being my best interest. Fortunately, Peter persisted and I eventually sat down to talk with him. Ten years later, I am happy to say that Peter actually kept his promises.

Our first meetings were spent on educating me about how we would work together and in gathering all of the specific data that he needed to help me. Peter took the time and trouble to research all of my previous investments and insurance purchases to obtain up to date information. Peter then made a series of recommendations and, as a result of his persistence, we met with an attorney to protect my family with appropriate estate planning strategies.

Peter continues to work with my family - my mother and my children. Over the last ten years, my relationship with Peter has changed. Originally, he was just my financial advisor. Today, I am happy to call him my friend as well.