Our Team

Peter Trummer has over 25 years of financial services industry experience. He focuses primarily on wealth and portfolio management. Peter graduated from Ithaca College in 1984 with a Bachelor of Science degree in Accounting.

Peter is licensed in many states for securities and holds a Series 7 General Securities license and is a Registered Investment advisor (Series 65). Peter is also a Licensed Insurance Agent in California and Nevada. Peter is not licensed in all 50 states.

Peter truly enjoys the close personal relationships he has built with many clients over the years. He gets the most satisfaction from "helping clients to make their dreams come true". Peter is married and has 2 children, which means he also spends time tutoring, watching, rooting and participating in various sports endeavors and adventures. In his free time he is an avid Mountain Biker, Hiker and Skier.