Our Team

Peter brings over 25 years of investment experience to every PROA client. He is experienced at applying proactive wealth management strategies to the portfolios of individual investors—with a focus on wealth preservation, risk...

Tristan has worked in the financial services industry for over 19 years, six of them as an advisor. After interning at Webster Investment Services and getting licensed with Edward Jones, he quickly realized the benefits of independence...

Mary supports the PROA staff and manages day-to-day workflow using the most current technologies available. She emphasizes organizational and communication skills to keep the offices running smoothly. She has worked with Peter as...