VWS, LLC Leadership

Peter S. Wyrough
CFP®
Founder and Chief Executive Officer
Bertram H. Rosen
CFP®
Consultant
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
MBA, CPA, CFE
Associate
Peter S. Wyrough
CFP®
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.

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