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It’s safe to say that Pete was one of the very first leaders in the state to create a management system
for establishing an investment holding company. His career trajectory comes from extensive experience
in the public sector providing audit, management advisory, litigation support and tax planning and
preparation services. In short, there are few financial systems he hasn’t seen, created or managed.
Which is why, whether you’re a global entity or a national family business, you won’t want to miss the
opportunity to leverage his vast experience and superior intellect.
Perspectives from Pete
“Our people are what makes us different from other accounting firms. You can get accounting help
anywhere, but here you get unique industry expertise plus an innovative approach to client asset
“We’re fortunate that the Big Four see us as a high performance source for entity establishment in
Delaware. We also get amped when we know we’ve created a great experience for our diverse
clients – whether they’re family owned, holding companies or special purpose entities.”
American Institute of Certified Public Accountants
Delaware Society of Certified Public Accountants
Financial Planning Association
University of Delaware – Bachelor of Science Degree in Accounting
Widener University – Master of Science Degree in Taxation
Certified Financial Planner
Former Board Member of many Nonprofit Organizations
Active Church Involvement
Former Cross-Country Running Coach
302.573.3907 or email@example.com