Pete has a rich professional journey that began in insurance services back in 1975. His focus shifted to financial planning and investment management in 1994. His expertise lies in working with retirees and pre-retirees, where he emphasizes the importance of the "big picture" by highlighting the correlations between wealth management and long-term tax planning. Pete and his wife, Joan, are proud parents of three children (Lori, Greg, and Jamie) and seven grandchildren (Maren, RJ, Sam, Roman, Jack, Henry, and Benny). They cherish the leisure time they spend together as a family, traveling abroad, supporting their grandchildren in sporting events, golfing, and enjoying their winter home in Florida.

Lori joined Petruso Financial in October 2006. She plays a crucial role in the office, handling everything from client meetings to administrative tasks. Her primary goal is to ensure that our clients are well informed and fully understand their choices when developing a retirement or financial plan. Lori and her husband, Rich, cherish their time with their daughter, Maren, son, Sam, and beloved dogs, Sadie and Blue. They are renovating an old lake cottage while managing their children's busy extracurricular and sports schedules. In her free time, Lori enjoys traveling, cooking, reading, practicing yoga, and giving back to the Erie community by serving on the Fairview School District Board of Directors, Hamot Incorporators, and the Erie Women's Fund.