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After
graduating magna cum laude in 1985 from Bethel College in St. Paul,
Minnesota, Pete immediately began his career in the financial services
industry. Together with his partner, Gary Eilefson, Pete developed a
model practice emphasizing both comprehensive financial and estate
planning. Desiring to further his knowledge of the financial services
profession, Pete completed the necessary educational requirements for
the Certified Financial Planner designation (CFP) in 1994.
In the past decade, Pete has received national recognition in his
field. He has been honored as a national sales leader for both insurance
companies and mutual fund investment firms. Together, Pete and Gary
manage nearly $100 million in client assets.
In order to remove himself from the biases associated with
representing one particular investment firm, Pete co-founded Financial
Dimensions Group, Inc., an independent financial services firm, in 1995.
Pete is a registered representative of Royal Alliance Associates, Inc.,
one of the nation's largest independent broker-dealers. He is also an
investment advisor representative with Abens Financial Services, Inc. Pete explains, "Independence as a financial advisor is the
foundation of my practice. I am able to guide my clients in attaining
their financial goals by utilizing a wide array of quality products and
services. In my business, experience, knowledge, and access to superior
products are fundamental. In the end, however, trust, integrity and
long-term relationships form the cornerstone of my practice."
Pete resides in Shoreview, Minnesota, with his wife, Beth, and their
three children. In his spare time, he actively participates in church and
also enjoys golf, travel, and spending time with his family. |