After spending several years in the actuarial field and as an IT Manager, Pete changed careers and found his true passion helping clients navigate a complex tax world. With almost 20 years of experience, Pete specializes in complex tax and financial matters and he has a unique ability to translate technical topics into easy to understand concepts. He provides services to individuals, businesses, trusts and estates. Pete has experience in a wide range of industries including technology, venture capital, contractors, real estate, international businesses and professional services.
Bentley University - M.S. Taxation
University of Massachusetts - Lowell - M.B.A.
Worcester Polytechnic Institute - B.S. Actuarial Mathematics