VWS, LLC Leadership

Peter S. Wyrough
Founder and Chief Executive Officer
Bertram H. Rosen
Stephanie Bunnell
Director - Operations
Mary A. Shultz
Director – Special Projects
Marie Michelle LaLiberte
Investment Advisor Representative
Debra Chapman
Executive Assistant – Client Services
Mark O. Todd
Peter S. Wyrough
Founder and Chief Executive Officer

As Chief Executive Officer of ValueWealth Services, LLC, Peter is responsible for overseeing the strategic direction, operation and management of client assets through ValueWealth Services, a dba of Institute for Wealth Advisors, Inc.

Prior to founding ValueWealth Services, LLC in 2004, Peter started his career in 1984 at the Washington, D.C. based firm of Johnston, Lemon & Co., Inc. In 1989, Peter was recruited by Legg Mason Wood Walker, Inc. where he worked for fifteen years as a financial advisor and earned his Certified Financial Planner™ (CFP®) designation.

Peter earned his Bachelor of Arts from St. Vincent College in 1983. Peter holds the following licenses: Series 7; Series 9; Series 10; Series 63; Series 65; and Life and Health.