Peter J. Anderson

Founder

Peter is a retired financial professional with more than 23 years of experience, and he continues to stay active on the team helping financial professionals provide service to clients. His background includes knowledge in 401(k) and other retirement plans for business owners and their employees, as well as individualized retirement and life-event planning.  He now applies his past experience and knowledge to provide support to the financial professionals on the team.  He is a member of the Society of Financial Service Professionals and the FPA, and is a graduate of Bucknell University in Lewisburg, PA. Outside of work, he enjoys spending time with family and friends, traveling, gardening, golfing, and volunteering in his community.

 

Phone (513) 693-4014