As a CPA and financial advisor, Pete is focused on taking care of all aspects of his clients’ financial needs and strives to create trust and confidence throughout the process. With many years in the financial industry, Pete brings experience to his role as trusted advisor. His combined roles as a tax professional and financial advisor create unique insight to help simplify his clients’ financial lives while making them more complete.
Pete has been a Certified Public Accountant for 30 years. As a Partner in a CPA firm with 20 employees, he is well versed at dealing with tax issues related to business owners and benefits plans available to owners and employees.
EDUCATIONAL BACKGROUND AND CERTIFICATIONS:
Pete graduated from St Thomas University with a BA in Accounting and maintains a membership as a Certified Public Accountant. In order to become a CPA in the United States, a candidate must first pass the Uniform CPA Exam which is set by the American Institute of Certified Public Accountants (AICPA) and then fulfill ongoing rigorous continuing education and ethics requirements to maintain membership.
Pete connects with the small business owner community as a member of the Burnsville Chamber of Commerce. He is married with three grown children and likes to spend time in the summers enjoying his lake home and all that comes with the Minnesota cabin life.