Since joining LFA-Sagemark Consulting in 2006, Peter has been helping clients with a range of financial objectives; from addressing a specific goal or concern, to solving complex financial planning issues.
Peter’s expertise in process-oriented, goal-driven project management allows him to leverage Lincoln’s process and resources to provide meaningful financial advice that has clear steps which can be acted upon in the areas of investments, insurance, and comprehensive financial planning.
Peter earned his B.A. with a Major in Economics from Gustavus Adolphus College in St. Peter, Minnesota. Peter has his Series 7 and is licensed in the state of Ohio for Life, Accident and Health.
A lifelong Cleveland native, Peter resides in Cleveland Heights with his wife, Marnie, and daughter, Maren.