Pete is the founder and president of OakHill Prosperity and helps clients to build wealth, create lifetime cash flow, and leave a meaningful legacy. He received an M.B.A. from Lake Forest Graduate School of Management and a B.S. in Marketing from St. Cloud State University. He is also an alumnus of The Graduate Institute of St. John’s College in Annapolis, MD. Previous to founding OakHill Prosperity (2014), Pete has a long history of providing financial advice, having served much of his career for two private families in the Chicagoland area.
Pete loves to read, enjoy a cup of coffee, hike and bike ride. He is married to Jana and together they raised 5 children, now adults. Currently they enjoy 5 grandchildren. They have been residents of Lake County, Illinois for 25 years.
Pete is a licensed life insurance professional and an Investment Advisor Representative (IRA) under the Prosperity Economic Partners Registered Investment Advisory (RIA). He is a member of the Prosperity Economics Movement Advisors’ Network. Contact him at 847.220.4727, or firstname.lastname@example.org.