Peter E. Mallett

Over 23 Years of Investment & Planning Experience

Peter has been serving the needs of his clients since 2000. He specializes in retirement and legacy planning for individuals, families, and business owners along with key corporate executives. An important aspect of planning involves understanding the complexity of Social Security and its relationship to the overall income plan.

Peter was born and raised in Gympie, Queensland, Australia where he lived until attending Oklahoma State University in 1982 on a tennis scholarship. Peter won numerous Big Eight Conference titles and was named an All-American with honors in 1985. Peter graduated from Oklahoma State University in 1987 with a Bachelor of Science degree in Recreation Administration and Management.

In his personal time, Peter supports the local community by donating money and time to the Davis County Sheriff’s Honorary Colonels. He also spends time with his lovely wife Sharene and extended family playing tennis, golf, mountain biking, paddle boarding, and other outdoor activities.