Our Team

Our Team

Peter H Gore, CFP®, CFA, MBA

Financial Advisor

  

Peter Gore, carries the Chartered Financial Analyst® designation, one of the most respected in the industry. And, as a holder of the Certified Financial Planner® title, Peter joins an even more select club - merely 2% of all financial advisors globally have earned both designations. In addition to his CFA and CFP, Peter also holds an M.B.A. from the University of Notre Dame.

He also has been a financial advisor for over sixteen years. He tries to learn everything he can about his clients, their families, their dreams, their concerns and their goals. Then he works hard to tailor a plan that makes the most sense for their time horizon and comfort level, and he assesses it constantly to make sure we're always moving in the right direction. He is committed to ensuring his clients fully understand the investment options available to them. Peter firmly believes that with understanding comes peace of mind.

Born and raised in Fort Lauderdale, FL, Peter moved to the Williamsburg, VA eighteen years ago with his wife, Keri and daughter, Alexandra. Keri works with Peter as Office Manager, and Alexandra is a graduate of James Madison University.

In keeping with his commitment to financial education, Peter is an adjunct professor for Mason School of Business at the College of William and Mary. There, he co-teaches and directs the Student Managed Investment Fund. He is also an Instructor for the Christopher Wren Association for Lifelong Learning at the college and acts as a mentor representing the College of William and Mary for the CFA Global Investment Challenge in which the team has posted great results:

CFA Institute Research Challenge Team Mentor

  • 2010 – Present (8 years)
  • 2017 (Virginia Champion - Americas Competition to be held in Seattle in April 2017)
  • 2016 (Americas Semi-Finalist; Virginia Champion) 
  • 2015 (Americas Quarter-Finalist; Virginia Champion)
  • 2014 (Americas Finalist; Virginia Champion)
  • 2013 (Virginia Finalist)
  • 2012 (Americas Finalist; Virginia Champion)
  • 2011 (Americas Quarter-Finalist; Virginia Champion)
  • 2010 (Virginia Finalist)

In his spare time, Peter has served on the board of directors of several non-profit groups as board member and officer. He recently spent 12 years with the the Heritage Humane Society in Williamsburg and served in all 4 officer position and is currently serving 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).

Peter prides himself on being available to clients. He is flexible about setting up meetings on evenings and weekends and is reachable by phone almost any time. Because Peter sees his role as more than simply a broker, his business is focused on comprehensive financial planning. He acts as a resource and, more importantly, as partner in protecting clients' financial interests. Collaborating with his wife and office manager, Keri, Peter offers unmatched service, insight and financial peace of mind.

 

 

 

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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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