Pete is the Director of Financial and Tax Planning for the Progression of Wealth. He specializes in tax-efficient accumulation and de-cumulation strategies. He has 25 years of experience working with business owners, high-net-worth families, and corporate executives.
Pete is a Certified Public Accountant (CPA) who spent the first 20 years of his professional life in public accounting, where he specialized in tax planning and compliance for closely held businesses and individuals. He leverages this knowledge to create tax-efficient financial plans for Meridian Wealth Partners clients.
Pete received his Master of Taxation degree from Villanova University and his Bachelor’s Degree from Virginia Wesleyan University. He is happily married to his wife Lauren with two children, Jack and Penny.
PROFESSIONAL CERTIFICATIONS/LICENSES:
- Certified Public Accountant (CPA)
- FINRA Series 65 License
