I feel truly blessed.  I found a career where friends become clients, and clients become friends.  They are indeed, very valuable relationships….

After starting our life and family together many years ago, my wife, Cherie, and I realized we needed an advocate for our financial decisions.  It is extremely gratifying to have become that advocate, now guiding our clients to achieve their own financial security as well.

Like many, we strive to find balance in our hectic schedules, while enjoying as much quality family time as possible.  With two busy teenagers, Ella and Charlie, we relish the opportunity to be actively involved in their lives, whether it is school, church, sporting activities, or whatever comes our way.

Peter Kramer, CFP®, WMCP®, CLU®, CASL®, CLTC®

Wealth Management Advisor


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