As Chief Executive Officer of ValueWealth™ Services, LLC, Peter is responsible for overseeing the strategic direction, operation & management of client assets through ValueWealth™ Services. Founded by a CFP & Ran Like a CFP
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 & 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; & Life & Health. Peter holds his Series 7, Series 66, & Maryland Life & Health Licenses.