Lead Advisor
Pete Wargo

Pete first entered the financial services industry as an intern with us in Detroit. It was during that summer that he developed a passion for helping people meet their financial goals and decided to pursue a career as a financial advisor. After graduating from Grand Valley State University, he joined the team as a Financial Associate. Peter has previously passed his Series 7, and 66 securities exams and his exams for Life insurance products.

Pete is a Metro Detroit native. He enjoys spending time with his friends and family, watching and participating in a variety of sports, and volunteering at his church.

Favorite Book: Rich Dad Poor Dad by Robert T. Kiyosaki
Favorite Restaurant: The Brewery on Hayes (Clinton Twp)
Favorite Sport: Hockey (NHL)
Favorite Actor/Actress: Woody Harrelson
Favorite Weekend Destination: Spending time at my family’s cabin in West Branch

Let’s Talk

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 Lenexa Office  Lee’s Summit Office  North KC Office  Detroit Metro

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