CEO, Vestment Advisors Inc.
Peter has served as a high-level corporate advisor since 1983. Projects that began with assisting presidents of Fortune 100 companies broadened to include mid-sized corporations, closely held companies, start-ups, and assisting in capital formation.
By 1991, he refocused his efforts towards fast-growth and emerging companies and has been instrumental in helping entrepreneurs gain control of both their businesses and their lives. In 1996 he joined Katherine in her efforts in the financial services industry working with financial advisors, broker/dealers, insurance companies, large corporations, and third-party providers to help businesses and individuals realize their dreams.
Peter is a popular platform speaker and the co-author of the book “Building Your Multi-Million-Dollar Practice”. The book outlines practical suggestions and proven techniques to create a highly productive, prosperous financial services practice with less stress, while serving the critical needs of clients. Peter also authored a critically acclaimed book in 2012, “The Golden Rules of Economics: The Real Way Out of America’s Financial Crisis”.
CEO, ProfitSee Inc.
After twenty years of building complex financial models for clients, Peter created ProfitSee® software, a fiscal and asset management tool for small to midsized businesses. ProfitSee (http://myprofitsee.com) has defined a new segment of the business software marketplace, incorporating high level fiscal and asset management strategies normally only seen in multinational corporations, in a format that allows entrepreneurs and business owners, along with their CPAs and other professional advisors, the ability to create financial stability, increase profitability and build long-term value in a company.
To Contact Peter, you may email him at peterm@vestmentadvisors.com, peterm@myprofitsee.com or call (866) 668-6510