In this day and age of too many confusing details and too many opinions, Peter’s approach to financial management is very hands on and very direct.
If you ask a direct question, you will get a direct answer very quickly. Customer service is the core of Peter’s financial philosophy.
Bringing the best possible returns with the best financial products and services is Peter’s passion. He works with individual investors just beginning their investment journey all the way up to complex investors needing Trust and Estate work.
Experience in complex markets through difficult market cycles has earned him respect and trust from
his clients over his 26 year Career.
Before coming to Bridgehead Financial Group Peter worked at major Wall Street firms. He has a vast
and deep experience of financial markets. He began his career in 1999.
Peter holds a series 7 series 66 series 65 and series 24 securities licenses.
He is very patriotic and has worked closely with high-ranking government officials. He will
bring the same meticulous service and attention to detail to your portfolios and financial needs.
Peter lives in Dallas, TX with his wife. He enjoys competitive shooting, fishing, hunting and flying.