Peter has been in the investment and financial services industry for over 20 years. He is passionate about helping individuals and families find solutions to their unique financial needs and situations.  He works with clients of all backgrounds and financial statuses in the belief that everyone deserves to worry less about their financial future and to live their best lives. A well-thought-out and customized financial plan can help families meet their goals and dreams.  Peter's love for helping people comes from witnessing in his own family both the benefits of long-term planning and the consequences of not having a plan.  Without advanced planning for an unexpected event such as a health emergency, unnecessary worry, and difficulties can occur for your loved ones.

Peter is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® specializing in strategies for blended families, special needs, and non-traditional families to meet their unique needs and challenges.  These needs are addressed with modern retirement income portfolios and applying behavioral finance techniques. He most enjoys helping families plan for life's twists and turns, long-term goals, college planning, and retirement income. He is a member of the Garrett Planning Network.

Peter has been quoted in the Making of a Millionaire and Go Banking Rates and is also featured on Wealthtender.com. 

Peter holds a bachelor's degree in Public Administration from George Mason University. He lives in Jupiter with his wife Nadia and their two wonderful children Nicholas and Sophia.  In his spare time, Peter loves a good history book when he is not keeping up with current events and the latest financial news.  He enjoys spending as much time as possible at the beach and outdoors with family and friends.

Ready to get started? Schedule An Appointment for a complimentary Get Acquainted Meeting, or send me an email: [email protected].

Leslie founded Family First in 1998 after working in the banking field for more than 15 years. She began her career as a Corporate Banking Officer and advanced to Vice President, Private Banking Executive, where she handled the investment and estate planning needs of affluent individuals and families. Throughout her banking career she has worked with the investment, cash flow and debt financing needs of both business owners and families to ensure that their financial needs were customized to their individual goals. Leslie works with new clients in Georgia, along with existing clients in Florida. She also works closely with each planner in her firm.

As the name of the company implies, family is first to Leslie. Leslie became interested in financial planning when she witnessed the impact that her elderly grandmother’s poor planning had on the family. “The rigors of family life – from being a granddaughter, daughter and a mother – have taught me firsthand how important financial planning is for a family,” says Leslie. That’s why I won’t sell you investments or guarantee you wealth and riches. I will give you the time, the information and the opportunity to make smart, informed financial decisions that are right for you, your family and your life.”

Leslie has been featured in various news outlets, including The Wall Street Journal, Bankrate.com, the Sun Sentinel, the Stuart News and the Palm Beach Post as well as other publications. Education is one of the three areas Leslie focuses on with her clients, along with simplification of their finances, and plan implementation. Through news articles and classes, Leslie is a firm believer in client education. She holds a B.S. in Finance from Auburn University. She is a member of Garrett Financial Planners and is featured on Wealthtender.com.

Leslie is married to David and has three children – a son, Jake and daughters Erin and Megan.

Leslie is taking new clients in Georgia or from referral only from other locations. Ready to get started? We have multiple ways to work with you, in person, online, or on the phone. But if for some reason meeting at your home or office makes the most sense- please let us know when you Schedule An Appointment.