Peter serves as Senior Vice President/Financial Adviser and holds his Certified Investment Management Analyst® and Chartered Retirement Plan Specialist™ designations. He is a member of the National Association of Corporate Directors. Peter specializes in working with high-net-worth individuals, business owners, and their companies to develop strategies for portfolio management, succession planning, retirement planning and estate planning. With more than 35 years of experience, Peter has held a wide range of positions in the financial services industry – working on both the client and corporate management sides of the business. A graduate of The Catholic University of America, Peter formerly served as Chairman of their Board of Regents. He is the past Chairman of the Board of USA Table Tennis, past Chair of the Board of the Lancaster Chamber of Commerce and Industry, past President of the Board of Directors of the North Museum of Natural History and Science, and past Treasurer of the Order of Malta-Federal Association. He currently serves as Chairman of Triode Media Group Ltd. and as a Trustee of the Pennsylvania College of Art & Design where he heads the Audit Committee. Peter and his wife Terri live in Lancaster and have three grown children working in the creative arts.