We are happy to announce that we're celebrating 20 years!
Pete delivers comprehensive financial planning advice to individuals and families. He joined Kovitz in 2019 after serving in a variety of roles over 14 years at The Northern Trust Company (Chicago, IL ) and Commerce Bank (Kansas City, MO). Pete earned a Bachelor of Science degree from Moody Bible Institute and a Master of Business Administration from the University of Missouri - Kansas City. Pete is a CERTIFIED FINANCIAL PLANNER™ professional.