Pete Fry MBA, CFP®

Director of Planning

As a CERTIFIED FINANCIAL PLANNER™ professional Pete combines knowledge of personal financial planning with his business experience. Originally from the United Kingdom Pete has lived in the US since 2003, first in Iowa and then in the Pacific Northwest. He has worked with entrepreneurial businesses in a wide range of industries including financial services, IT, transportation, defense, healthcare, and food.  He has a passion for thoughtful planning and helping families prepare for a future that reflects their values. 

Pete is a graduate of Oxford University (BA) and London Business School (MBA).  

His interests outside financial planning and entrepreneurship include scuba diving, miniature wargaming and working on his small acreage. He lives in Southwest Washington with his wife, teenager, four dogs, three cats and two donkeys (at the last count

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