As Managing Director of National Sales at Momentum Wealth Partners, Peter’s role is to help captive financial advisors transition their business to an independent model or to help RIAs looking to merge, so they can leverage Momentum’s size and scale. Whether you are an advisor who desires to challenge your entrepreneurial spirit by building an enterprise, or an individual who wants to focus exclusively on growing your own personal practice, Peter and Momentum Wealth will work directly with you to outline a clear path no matter what level of business you desire to create.

Peter earned a BA in Accounting from Iona University, New Rochelle, New York, and he holds a Life and Health Insurance license. Peter not only enjoys playing golf and perfecting the art of pizza making, but he also cherishes the time he spends watching his two children Nick and Julia play lacrosse and softball. He lives in Somers, New York with his wife Lisa of 25+ years.