What Makes Me Human
Peter is the founder, CEO, and curator of Human Investing’s people, clients, and process. With a B.A. in economics from Linfield College and an MBA from George Fox University, he learned how to manage and grow the wealth of his clients at Merrill Lynch, where he became one of the youngest directors in the firm. While at Merrill Lynch, Peter realized that there are too many constraints in large firms that prevent one from being the best custodian of his clients’ wealth and trust. Striking out on his own, Peter established Human Investing, with a vision to apply his values of client service, objective advice, transparent fees, and community service to the craft of financial management. Peter has a wife and four kids. Peter’s financial strategy has always been to invest with a purpose: with his oldest son beginning college, he’s beginning to use the educational accounts he has been diligently funding for the past decades.