Peter offers insights that result in unique and comprehensive strategies for his clients as well as the clients of the firm. This guidance, the true mission of Sherpa Financial, is the vision of Peter's in assisting clients in all phases of their financial lives by combining a team of investment and insurance professionals with over 200 combined years of experience.
Peter holds a BA from Brooklyn College of the City University of New York and has spent most of his 40+ year business career in the investment management industry overseeing research, capital markets trading, and separate account management. He has been an active member in the Wilmington, DE community since 1987 serving as a board member for several civic, school, and religious organizations including the Hockessin Montessori School, Ramsey Ridge Service Corporation and St. Mary of the Assumption parish.
Peter and his wife Gerry truly enjoy the community in which they are involved and continue to positively impact their neighbors and organizations. They have three children and multiple grandchildren which they love spending time with and sharing their values and guidance.