Board of Trustees
- Integrated Financial Partners, Inc.
Peter is a financial planner at Integrated Financial Partners, Inc.
Peter's involvement with the Boston architectural community began in 1973 with his employment at SBA/Steffian Bradley Associates, Inc., as their business manager/comptroller. While at SBA, Peter became involved with the Boston Society of Architects and at one time, was the only non-architect on the BSA's Professional Practice Committee. Since entering the Financial Services field in 1979, he has been fortunate to work with a number of greater Boston architectural firms as their financial advisor in the areas of succession planning, retirement planning and personal financial planning.
Peter's professional designations are Chartered Life Underwriter, Chartered Financial Consultant and Chartered Retirement Planning Counselor. Peter is past president of both the Boston Society of Financial Service Professionals and the Boston General Agents and Managers Association. He has served as a member of the Board of Directors of the Boston Chapter of the National Association of Insurance and Financial Advisors. He is a Life Trustee of the Rivers School in Weston, MA. Peter has also served on the Advisory Board of the Massachusetts Audubon Society's Broadmoor Sanctuary.
Peter has been listed as a Five Star Wealth Manager by Boston Magazine for 2012 and 2013. Peter and his wife Debbie have two grown children and two grandchildren. Peter spends his leisure time on Cape Cod pursuing a variety of activities from sailing to bird watching.