Peter has been helping clients achieve their financial goals since 1991. Peter has worked at a number of financial firms over the course of his career, most recently working at Acorn Financial Services before joining Bay Colony. Peter works with clients to develop a wealth management strategy customized to meet their financial needs. Peter has considerable experience managing trusts, estates, and accounts with tax planning or succession concerns. Peter is a graduate of Auburn University and is a CERTIFIED FINANCIAL PLANNER™. Peter prides himself on being more than just a financial advisor to his clients. Communication with his clients is a top priority. Peter