Helping clients to not just reach retirement but navigate through it with confidence is what Peter loves most. Peter has always had a passion for helping people and has a keen interest in finance. As a servicing advisor at Paragon Retirement Planning, he assists clients by managing their accounts, addressing inquiries and ensuring their financial plans align with their goals.
Before joining Paragon Retirement Planning, Peter worked at such well-known establishments as MassMutual and Volkswagen Group of America. He has passed the Series 7, Series 65 and Series 66 securities exams and the Securities Industry Essentials Exam, and holds his life and health insurance license. He earned a Bachelor of Business Administration from Western Michigan University.
Peter lives in Ferndale, Michigan, with his two cats, Ozzy and Chloe. Outside the office, Peter loves to learn. If he isn’t reading something new, he is likely watching a historical or scientific documentary. Peter also enjoys fishing, hunting, snowboarding and going to concerts or sporting events with friends and family and playing his guitar.