Peter founded Resource Financial Group as an independent investment advisory firm in order to carry out his mission to provide unbiased, professional wealth advice to affluent families who appreciate the freedom and peace of mind that having a personal CFO allows. Peter enjoys helping clients make smart decisions with their money and tailors his recommendations to support the pursuit of their financial goals and help maximize accumulated wealth.
Peter launched his career in the financial services industry with the personal finance department of a large downtown Chicago bank. Peter then spent time with a small accounting firm, where he compiled and analyzed individuals’ income tax returns and recommended detailed strategies to minimize income tax payments. As a Senior Financial Advisor with American Express Financial Advisors, Peter continued his formal financial planning training and experience.
In 1996, Peter became an independent adviser and founded Resource Financial Group, Ltd. Since that time, Peter has grown Resource Financial Group through an unparalleled dedication to service and integrity.
Peter is a CERTIFIED FINANCIAL PLANNER™ practitioner, so you can be sure that he provides professional planning services. To earn the CFP® certification, Peter had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Peter also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Also, as an investment adviser representative, he upholds his fiduciary responsibility to always act in his clients’ best interests. He is also a Registered Representative with Securities Service Network, Inc.
Throughout his career, Peter has provided his expert opinion to several local and national news outlets including CNBC, Fox News, MarketWatch Radio and the Chicago Tribune. Peter has also served as a regular guest on the WBBM Noon Business Hour and you can listen to several of his past interviews in our Newsroom.
Peter’s caring nature, along with his unique ability to convey sophisticated financial concepts in an easily understood manner, enables him to develop an excellent rapport with his clients.
When Peter is not helping people with their financial plans, he enjoys playing tennis or heading to Wrigley Field for a Cubs game. Peter resides in Glenview with his wife, Kim.
CERTIFIED FINANCIAL PLANNER™ practitioner
Masters of Business Administration (M.B.A.), Loyola University, 1991
Registered Principal with FINRA and Investment Adviser Representative