Pete Wargo, CFP®, AIF®
Senior Advisor
Department: Advisors
Experience: Started career in 2015
Education: B.B.A. from Grand Valley State University
Pete enjoys building meaningful relationships with clients and helping them navigate complex financial decisions to help them toward their financial and personal goals. He has a genuine interest in learning clients’ life stories and experiences, which helps him provide thoughtful, personalized guidance.
Outside of work, Pete and his wife, Amy, are proud parents to their son, Cass. Their family also includes two dogs, Otis and Reggie. Pete enjoys golfing in the summer, plays hockey year-round, and is an avid fan of the Detroit Red Wings and Detroit Lions. He and Amy love to travel and have a goal of visiting all 50 states together. In their free time, Pete and his family enjoy relaxing at their family’s cottage on Lake Ogemaw in West Branch, Michigan.