Along with her extensive experience providing the highest level of client service within the financial industry, Louise holds Series 7 and 63 licenses, as well as an Insurance Foundation Certificate and a Certificate in Financial Services Practice. Her primary focus is on providing responsive and caring client services in a cheerful, timely and efficient manner, and ensuring the accuracy of every detail while keeping the process as smooth and streamlined as possible. Louise takes great pride in ensuring that each interaction our clients have with us results in their total satisfaction, both with the process and with the outcome. A native of the UK, Louise was born and raised in the village of Wantage, England, and has worked in the financial services industry since the age of 16. She lived for a time in Brighton, England, before emigrating to the United States, where she and her husband, Bill, reside in Port Saint Lucie. Louise enjoys traveling, reading, swimming and go-carting, and is an avid filmgoer. Louise and her husband proudly earned their United States citizenship in 2013.…show more
If you ask Peter what gives him the most professional satisfaction, he’ll tell you it’s providing personalized financial planning and privately managed investing services that enable clients to look toward the future with confidence. And for more than a decade, clients have had the benefit of Peter doing just that. Like many financial advisors, Peter didn’t begin his career in the investment business. He earned a Bachelor of Science degree in Business Administration from York College of Pennsylvania in 1992, and successfully managed large and small businesses. But it wasn’t until he created and operated his own business for several years that he developed the desire to assist individuals in planning for their financial futures. So, in 2002, Peter entered the financial services industry. Today, Peter focuses on providing responsive, attentive, personalized private portfolio management for individuals, trusts and family partnerships. His professional credentials include those of Certified Financial Planner™ professional, Chartered Financial Consultant® and Chartered Retirement Planning CounselorSM. Peter was born and raised in Westchester, New York, and settled along Florida’s Treasure Coast in 2002. He resides in Jupiter, Florida, with his children and enjoys R/C airplane building and flying, classic car restoration, and gardening. Peter belongs to the Treasure Coast Vintage Car Club and supports community organizations such as the LifeSavers of Martin Health Foundation, the House of Hope, Big Brothers/Big Sisters of Martin County, Dogs and Cats Forever, Domino’s Cat Rescue League, and the Lyric Theatre. Peter is a member of the Financial Planning Association (FPA) and the Estate Planning Council of Martin County.…show more
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