Retirement Plan Specialist
Years of experience: 32+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS®), Chartered Retirement Planning Counselor (CRPC®), Business Financial Advisor
Education: George Mason University, Business and Economics
Areas of Expertise: 401(k), 403(b), ESOPs, Non-Qualified Plans
Speaking Topics: Employee Education – Your Best Place to Work and Non-Qualified Plans for Leadership Teams
Activities and Memberships: Various volunteer roles in Northern Virginia including local sports teams, foundations and the American Express Business Leader Council
Peter has spent over twenty-five years in the retirement plan business. His experience and focus are on 401(k), 403(b), profit sharing, ESOP’s, non-qualified plans, and workplace financial education. Peter has a real passion for helping employers create unique employee financial programs contributing to the goal of being a “Best Place to Work”. The vision is that each employee develops a personal financial roadmap towards achieving their short and long-term goals. For plan sponsors it seeks to assist an “attract & retain” strategy, reduce personal financial stress, and create a more efficient, productive workplace.
Peter is a proud member of the team at Washington Financial Group that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Throughout his career, Pete has extensive experience working with local, regional and national clients including several Fortune 500 companies. He has also contributed or been quoted in various publications including CFO Magazine, HR Benefits, Pension and Investments, and Employee Benefit News. Pete is also known for developing employee education and financial planning programs. He was a team member that developed one of the first unbundled investment platforms for retirement plans in the U.S.
Fun Fact: Peter’s happy place is the coast of Maine.
Personal Information: Peter and his wife Debra have two children and reside in Fairfax, VA. He enjoys skiing, fly fishing and playing tennis.
¹The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.