Lead Advisor
Pete Wargo

Experience: Started career in 2015

Education: B.B.A. from Grand Valley State University

One of Pete’s claims to fame is that he served as Ken Osiwala’s first intern during his sophomore year of college before joining the team after graduation in 2015. Pete enjoys interacting with clients and helping them solve complex issues to meet their financial (and non-financial) goals. He really likes to hear about their life stories and experiences.

Pete and his wife, Amy, have a dog, Otis, who is a lab-mix. Pete and Amy were both born and raised in Sterling Heights, Michigan. They went to the same high school but didn’t meet until college through mutual friends. Pete and Amy enjoy traveling and want to visit all 50 states together.

Pete and Amy also enjoy spending time at his family’s cottage on Lake Ogemaw in West Branch, Michigan. They’re foodies and enjoy trying new restaurants and cuisine.




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