
Pete is the CEO, partner, and founder of Horizon with a career in the financial services industry since 1991. He is responsible for guiding and executing the firm’s overall vision and strategy, while continuing to serve and support a select group of Horizon’s clients through The Confident Wealth Experience®. Pete serves on several advisory and leadership committees within Cetera Financial Group. He is a Certified Financial Planner (CFP®) and also a Certified Exit Planning Advisor (CEPA®), giving him the knowledge, resources and access to a network of professionals to help business owners navigate the complexities of succession planning and business transitions.
BA in Business Management from Louisiana State University (1990)
Licenses/Registrations/Designations
Series 7, 24, 63, 65, 51
Life, Health and Disability Insurance
CERTIFIED FINANCIAL PLANNER®
Certified Exit Planning Advisor (CEPA®)
Member of Cetera Financial Group’s Advisor Engagement Council
Co-Author of The Challenges of Big League Money
Co-Author of The Runway Decade
Founder of Baton Rouge Uncorked
Past member of boards/committees including Woman’s Hospital and Tiger Athletic Foundation