Peter G. Van Beek, CFP®, ChFC
Peter is a Wealth Advisor with McGlone Suttner Wealth Management. He is a Registered Certified Financial Planner™ professional and a Registered Investment Advisor Representative.
Peter earned a Bachelor of Science Degree from the University of Wisconsin-Madison, and he holds a Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services in Pennsylvania. His education and certifications provide him with the knowledge and competency necessary to provide comprehensive personal financial planning advice to clients.
As an integral part of the McGlone Suttner advisory team, Peter values establishing a respectful, trusting, and collaborative relationship with all of his clients. Identifying and selecting goals, analyzing the client’s situation, and developing a comprehensive financial plan are his responsibilities in helping clients achieve their goals. Peter’s energetic, cooperative attitude enables him to work seamlessly with his clients and team. Along with his strong integrity and work ethic, comes professionalism and attention to detail. These attributes prove advantageous as he builds long-lasting relationships with his clients. Peter believes that understanding a client's beliefs, lifestyle, and goals enable him to help them build a strong, bright financial future.
Peter enjoys playing sports, escaping to Wisconsin's beautiful north woods, attending sporting events, especially celebrating Packer victories, and travelling. He grew up in neighboring Hortonville, Wisconsin and enjoys working with clients in person or via online meetings for out of state individuals.