Peter is responsible for managing and maintaining the book of business at Momentum Advanced Planning. Peter will ensure that all existing policies and loans are serviced each year to preserve the estate planning strategy.
Prior to joining Momentum, Peter was with InstaMed, a healthcare payments company, where he held multiple positions to support the growth of the different departments within the sales organization. During the five years with InstaMed, Peter was able to develop and enhance internal procedures as well as build and maintain relationships with clients, partners, and vendors outside of the company. In 2018, Peter was asked to join Momentum to service the inforce policies for existing clients and the associated loan(s) for the Premium Finance Strategy.
Peter holds a BA in Business Management from Penn State University. In his free time, Peter enjoys hockey, skiing, and spending time with his family.