Peter brings 30 years of field experience educating high-net-worth clients on how they can incorporate life insurance into their overall business, retirement, and estate planning.
As Director of Insurance, Peter and his team work closely with Financial Planners, Wealth Managers, Trust Officers, and Managing Directors to identify and implement insurance-planning opportunities for clients. In doing so, Peter and his team evaluate clients’ existing coverage and make recommendations to help them reach their business, financial, estate- and retirement-planning goals.
Prior to joining Clarfeld, Peter spent 10 years with advanced planners, helping to implement insurance solutions for clients at The Guardian Life Insurance Company of America.
Additionally, Peter is a certified Continuing Education instructor in New York and the New England states, and assists advisors and their CPA centers of influence by providing CE and CPE credits.
Peter resides in Norton, MA, and enjoys coaching youth wresting and watching his five children participate in their extracurricular and sporting activities.