Our Team

Our Team

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Peter H Gore, CFP®, CFA, MBA

Financial Advisor

          

A financial advisor since 1997, Peter Gore carries both the Chartered Financial Analyst® and Certified Financial Planner® designations, and holds an M.B.A. from the University of Notre Dame. Peter is committed to ensuring that his clients fully understand the investment process and believes that an ongoing collaborative approach is essential to helping clients reach their goals.

In keeping with his commitment to financial education. Peter is an adjunct professor at the Mason School of Business at the College of William & Mary, working with the undergraduate students and MBA program. As part of the undergraduate curriculum, Peter co-teaches and guides the Student Managed Investment Fund and mentored William & Mary’s CFA Global Investment Challenge team for eight years. Within the MBA Program, Peter currently teaches the CFA Institute’s Ethics curriculum for the Level I exam. Outside of class, he is a volunteer instructor with the Christopher Wren Association for Lifelong Learning.

In his spare time, Peter has served on the board of directors of several non-profit groups as a board member and officer. He served 12 years with the Heritage Humane Society and held all four officer positions. Currently, Peter serves on the board of Art Services International, a non-profit traveling exhibitions organization in Alexandria, VA (since 2011, asiexhibitions.org), Child Development Resources in Williamsburg, VA (since 2016, cdr.org) and the CFA Society of Virginia (since 2016, cfavirginia.org).

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Benjamin Sadtler

Financial Advisor

    

Ben loves educating his clients on the importance of sound investment planning. Outside of the office, he is a volunteer teacher with the Christopher Wren Association and the Osher Lifelong Learning Institute. He is an alumnus of the College of William & Mary and is currently a candidate in the CFA Program. In his spare time, Ben serves on the Board of Directors for the Heritage Humane Society and his neighborhood HOA, and enjoys cycling the Capital Trail with his wife Kristen. 

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Keri Gore

Client Services Manager

Keri has been working with Peter for more than 10 years and serves as Client Services and Office Manager.  Keri’s work background includes 5 years with BB&T State 401(k) Services, North Carolina’s Supplemental Retirement Income Plan as well as, most recently, 6 years with WJCC Public School’s Bright Beginnings Program. In her spare time, Keri has spent more than 15 years volunteering with Heritage Humane Society in many capacities, volunteers at Hospice House & Support Care of Williamsburg and enjoys just about any outdoor activity.

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