Investment Advisor Representative
Pete joined Modus in 2023 as a Client Services Representative and has since grown into his current role as a Financial Advisor. He also leads the firm’s software initiatives, helping improve the systems and processes that support clients and the Modus team.
At the heart of both roles is something Pete has always enjoyed: solving problems. He enjoys digging into the details, asking the right questions, and helping clients make sense of their options so they can make informed decisions about what comes next.
Before joining Modus, Pete worked in Denver as a licensed real estate agent. His path into financial planning gives him an appreciation for looking at finances through a practical, real-world lens and for meeting people where they are, rather than assuming they already speak the language of finance.
Pete graduated from the Iowa State University Ivy College of Business. He passed the Series 65 exam in 2024 and is a licensed Investment Advisor Representative. He is currently pursuing a Master of Science in Financial Planning (MSFP).
Outside the office, Pete enjoys basketball, yoga, and hanging out with his dog, Monty.
Click HERE to visit Pete's LinkedIn profile.
