Peter is passionate about building and supporting successful businesses. With a background in law and finance, he has spent his career helping business owners manage risk, preserve wealth, and pass on core values to future generations. After earning his J.D. and a Certificate in Business and Tax Planning from Creighton University, he entered the financial services industry and never looked back. Peter has served as a partner at a boutique RIA/private equity firm, a regional VP for a life insurance company, and earned a Special-Needs Planning certificate from The American College. He’s worked with high-net-worth clients across industries on tax mitigation, asset protection, and business strategy. Career highlights include securing funding for housing developments, a cancer treatment protocol, and various business acquisitions. Prior to law school, he graduated from Utah State in Political Science and worked with lobbying firms in D.C. and Salt Lake City. He lives in Santa Clara, Utah, with his wife and three daughters.