Check out the background of these investment professionals on FINRA’s BrokerCheck
Peter was born March 21, 1952, grew up in the metropolitan New York City area and received a scholarship to attend the Lawrenceville School, New Jersey, where he played varsity sports and was an active member of the drama society. He spent an exchange year of high school in England before attending Wesleyan University where he graduated with a B.A. Peter went on to graduate study at the University of Massachusetts School of Education, eventually earning his doctorate in 1985.
Realizing early in his education career that he was an entrepreneur at heart, Peter embarked on a career as a financial advisor. He has had his own practice in Dover, Delaware since 1986. Along with building a flourishing practice, Peter has put a high premium on professional development earning the designations of Chartered Financial Consultant (ChFC) in 1990 and CERTIFIED FINANCIAL PLANNER™ certificant in 2000.
On a personal side, Peter is married to Judy Oldziey who is also a licensed financial professional and works in the business. Together they have four wonderful children. Peter and Judy are very active in community life serving on the boards of several community organizations. They both have a strong religious faith and a lively interest in the performing arts and traveling to beautiful places.
Brett is a native of Dover, DE. After graduating from Dover High School in 2004, he attended the School of American Ballet in New York City. For the following five years, Brett performed professionally with various ballet companies and musical theatre productions that led him across North America, Europe, and Asia.
After he retired from professional dance, Brett met Peter and Judy who guided him to pursue a liberal arts education. In 2015, he graduated with a B.A. from Bates College and began working as a Regional Coordinator for youth development programs across the Northeast Region of the United States. During that time, Brett remained close to Peter and Judy, and they became second parents to him and his wife, Marie. Their shared values, passion for service, and devotion to family led Brett to accept Peter’s invitation to be the future of his practice.
Brett has completed his Series 66 and Series 7 securities registration. Brett joined Peter Oldziey & Associates in 2018.
Judy worked for Merrill Lynch in New York City until she married Peter in 1999. She moved from New York to Dover and joined Peter A. Oldziey & Associates soon after their wedding. Judy has maintained her Series 7 securities registration, has 30 years of experience in the financial services industry and is a co-owner of the business. Judy is also a certified Life Coach and you can view her website at www.JudyOLifeCoach.com (*This link is to an outside website and is not affiliated with Cetera. Cetera is not responsible for the content in this site).
Anita joined Peter Oldziey & Associates in 1997. She oversees the implementation and follow up related to your financial plan. Anita manages the practice behind the scenes by assisting Peter in compiling the financial data and preparing the financial plan for each client. You can contact her for any questions related to your plan, your specific investments, or your eMoney connections. Anita resides in Magnolia with her husband, James, of twenty years. Collectively, they have 5 grown children and 4 grandchildren.
Becky joined Peter Oldziey & Associates in 2012 and is the initial contact with the office and your primary contact once becoming a client. She schedules appointments and will answer your servicing questions. Becky assists our team through administrative support and new business processing and ensures the office is fully compliant. Becky lives in Milford with her husband, Ernie and her two sons.