Pete has over 19 years of experience in wealth management and financial planning. Pete joined Gambit Capital Management, LLC in 2024. Prior to joining Gambit Capital Management, LLC, Pete was a Senior Financial Consultant at Charles Schwab in St Paul, MN.
Pete has a Bachelor of Science degree in Finance from Arizona State University. He also recently obtained his Enrolled Agent designation, allowing him to represent taxpayers before the Internal Revenue Service.
In his free time, Pete enjoys playing golf and spending time with his family.
