My Firm

Since 1983, Peter believes he has established a reputation of dedicated service to Palm Beach County residents and businesses, specializing in individual, business-owned and trust-owned life insurance, individual health, group health and disability insurance, Medicare supplements, long-term care and annuities, as well as retirement planning. Peter is an independent agent representing many fine companies.  Through these products, Peter is able to help people in their pursuit of accumulating wealth, strive to protect their wealth, and to potentially  pass on their wealth in a tax efficient manner.

Peter places an emphasis on educating people so they can make informed decisions as to those products best suited for their individual needs. Those that meet their own objectives, risk tolerance and time horizons.

As an Investment Advisory Representative of Lincoln Financial Securities, Peter believes that financial planning is not a "one size fits all" approach. He pays careful attention to the uniqueness of each individual, family or business utilizing his services. He creates written plans that expose and address the needs of his clients.

Peter has the pleasure of servicing many satisfied, long-term clients by establishing long and trusted relationships. Personal touch, constant updating and professional service are the keys to the high level of excellence in customer service. Many new clients are referrals from present satisfied clients. Peter looks forward to working with you in the future, and will continue his goal to bring you what he believes is the best insurance coverage and financial products at the most competitive cost.