Pete Woodring has over 20 years of experience in the financial planning industry. He developed a strong portfolio management foundation at US Trust and deep planning expertise while partnering with his father at Cypress Partners. Prior to joining US Trust, he played professional soccer, where he learned the importance of discipline and teamwork, values that he now instills in his process as he helps his clients achieve their financial goals.

Pete holds a Bachelor of Arts degree in Business from the University of California, Berkeley, and is certified as an Accredited Wealth Management Advisor™. With his expertise and experience, he diligently assists his clients in navigating the complexities of the financial world and achieving their dreams.

Pete Woodring is a devoted family man who enjoys living in Park City, Utah, where he and his family have access to plenty of outdoor activities. His love of the great outdoors stems from his childhood and has become a passion that he shares with his family. Whether it's skiing, hiking, or camping, they all enjoy spending time in nature, which helps them stay connected and bond as a family.