Peter Mai


Tel: 1-800-525-4075

As Senior Accounts Administrator, Peter is responsible for opening new accounts, transferring assets, and all aspects of client service. He specializes in assisting advisors and clients with transfers of estate assets to next generations, the administration of retirement account distributions, and navigating the complexities of rollovers from qualified plans. He takes great satisfaction in hearing “you’ve made my life easier.” Peter has been a member of the team since 2011.

In his role as Chief Compliance Officer, Peter manages the day-to-day activities that keep the firm up to date and compliant with all SEC requirements. He also serves as the firm’s Corporate Secretary.

Peter attended American University in Washington, D.C., where he majored in history and minored in justice, law, and society. He began his professional career on Capitol Hill as Deputy Director of the international arm of the Republican National Committee. He was directly involved with the overseas ballot issue during the 2000 US presidential election, during which he traveled overseas extensively.

Upon relocating to New Jersey, Peter found a niche in developing affordable housing communities for one of the country’s leading developers. Fueled by his passion for helping the community, he then went into law enforcement and served in Camden County.

Peter is married to Alma. They have three children, Luna, Cielo, and Belén, and they reside in Medford, New Jersey.

REQUEST A FREE CONSULT: 1-800-525-4075

Contact Us