Greater Portland Region and Vancouver, Washington
Pete has been involved in financial services and business planning for more than three decades. He joined the EP Wealth Advisors family in 2022. Pete began his career at the London offices of Barclay’s Bank. He subsequently invested more than eight years helping clients develop venture strategies and funding at the Entrepreneurial Development Center in Cedar Rapids, Iowa. He also provided financial planning and wealth management expertise to individuals, families, and businesses at two firm in the Portland, OR and Vancouver, WA. An MBA with a CERTIFIED FINANCIAL PLANNER™ professional designation, Pete was attracted to the wealth management field because he loves helping people achieve their dreams. He was drawn to the Pacific Northwest by his wife’s side of the family. Pete met Lani, who worked for John Deere, while on an MBA exchange in Sydney, Australia. After living together in Iowa for 15 years, they headed west to be closer to her relatives. Today they have a small acreage in Ridgefield, WA, with four dogs, three cats, two donkeys and a teenager. When he isn’t busy helping clients, or tending to their farm, Pete likes to scuba dive, play miniature wargames, and climb mountains.
London Business School, MBA
Oxford, BA
