What’s your dream for the company?
I dream that Keystone truly be the very best financial coach for Northern Colorado. Like all good coaches, we are walking alongside each person, helping them achieve their goals while getting the best out of themselves and life.
What are three words people use to describe you?
Loyal, Compassionate, Thoughtful.
When you are not working, what do you care about most?
Exploring the great outdoors with family and friends, and the Chicago Bears.
What’s your financial journey?
Lifelong learning. Peter has turned curiosity about budgeting and investing into a lifelong passion and career. First starting a commercial cleaning company in his early twenties, he became more and more interested in financial planning, until it became his career. Peter loves talking about financial freedom and smart investing to just about anyone who will listen. Continually curious, you will often find him listening to podcasts and reading books on the subject.
Prior to joining Keystone, Peter worked with a large Chicago-based firm that provided financial planning, income tax, and wealth management services for corporate workers of all ages and retirees.
Peter is an alumnus of Judson University in Elgin, IL, and a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® mark is the gold standard for financial planners and advisors.