Client Experience Coordinator
Pete has been in the financial services industry since 1980. He holds his Bachelors of Science, Business Management from Upper Iowa University. Pete holds his life and health insurance licenses and FINRA Series 6,26, and 63 registrations. He is a member of the Cedar Valley chapter of the National Association of Insurance and Financial Advisors, Million Dollar Round Table, Greater Cedar Valley Alliance & Chamber and the General Agents and Management Association.
Pete and his wife Terri reside in Cedar Falls and have five children. In his spare time he enjoys spending time with his family, riding motorcycles, fishing, hunting, and boating.
To contact Pete, please email him at email@example.com
* Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.