Our Team

For over two decades, Peter has been committed to his clients in addressing their financial concerns and developing sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Peter has dedicated his career to delivering the personalized investment planning services his clients deserve.

After graduating from the University of Florida with a B.S. degree in Business Administration, Peter began his career with Travelers Insurance Company in Hartford, CT and a few years later was recruited by Prudential Securities, a predecessor firm of Wells Fargo Advisors, as a Financial Advisor. In 1989 after working in Boca Raton, Florida, Peter relocated to Manhattan as an Institutional Bond Salesman. In 1992, Peter relocated back to Boca Raton FL where he established his Financial Advisory Practice.

Peter’s passion for his career is also apparent in his passion for life. He is an avid golfer, who has enjoyed playing some of the most beautiful courses around the country. When he can, he also likes to travel and see new places with his family.

Peter spends as much time as he can with his wife Alison, and their daughter Chase. The family likes to stay active both physically and mentally, and enjoy taking Chase to the beach or to the neighborhood park. They all love to watch college football together and hope that one day Chase will also graduate from the University of Florida to carry on the family tradition.

As a Financial Advisor, Chris is dedicated to helping his clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or seeking to build or preserve your wealth, Chris can help.

Before entering the financial services industry, Chris graduated from Clemson University with a degree in Financial Management. While attending Clemson, he played Varsity Soccer and was a member of Sigma Alpha Epsilon fraternity.

Currently, Chris is a Senior Vice President- Investment Officer with the Boca Raton office of Wells Fargo Advisors. He takes pride in working for a firm that puts the client first.

Chris’s mission is to help each one of his clients plan for a financial future in a way that best meets his or her individual goals. Being a financial advisor for Wells Fargo Advisors gives Chris the ability to offer a full service approach to High Net Worth Clients. He can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

Chris is a native Floridian, and has lived in Boca Raton since 1972. He currently resides in Boca with his wife Renee and twin sons Ryan and Jack. On the weekends, Chris spends most of his time with the family, traveling to his sons’ competitive soccer games. Chris also enjoys time away from the office by taking the family on vacations. These vacations have included activities such as skiing in Canada and fishing in Georgia, as well as visiting relatives in Mississippi and taking multiple cruises in the Caribbean.

With more than forty years experience as a Financial Advisor, John is dedicated to helping his clients meet their financial needs. John’s experience through stock and bond market cycles since the 1970s enables him to help his clients structure balanced portfolios and sound financial strategies.

John graduated from the Choate School in Connecticut before graduating from Rollins College in Winter Park, Fl. He later served on the Alumni Board of Trustees at Rollins for many years.

He began his career with Robinson Humphrey in Atlanta, GA then worked for Dean Witter/Morgan Stanley for 30 years before joining Wells Fargo Advisors in 2009.

John’s passion for his career is also apparent in his passion for life. He is an avid golfer and volunteers a number of times a year as the first tee announcer at PGA and LPGA tournaments throughout south Florida. He and his wife Frances have travelled extensively, from the coast of California to the hills of Santorini, and currently reside in Boca Raton, FL. They have two daughters, Avery and Hadleigh. Family time is the most important aspect for John. He spends as much time as possible with his family whether it’s going to a concert or barbequing in the back yard.

CA Insurance License Number: 0WF000. Resident State FL

With more than 20 years of financial services experience, Karen strives to ensure that the clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day- to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements. Karen schedules appointments and handles all incoming calls so that all clients receive the highest level of personal service. Karen is the first person you should call if you have any questions about your investment planning process, and she will ensure that the appropriate member of our team promptly responds to your query.

In her free time, Karen enjoys gardening, cooking and refinishing furniture as her hobbies. She has traveled extensively and continues to explore and visit new places when on vacation. She also frequently visits NYC where she has family and lived for many years.

Alison’s primary responsibility is to maintain a professional and organized environment that allows the team to devote their full attention to the clients. Her role is to also serve as support and back up to Karen and to help with maintaining all client contact information.

Alison was born and raised in Delray Beach. She spent time after graduating from the University of Florida in Atlanta, GA but after 5 years decided to return back to home where she currently resides.

Outside of the office, Alison enjoys spending time running, reading and staying fit. Alison also likes to take the family to the beach on the weekends to snorkel, paddleboard and surf.