Tanistry Wealth Management

Rob is currently affiliated with Summit Financial Resources, in Parsippany, New Jersey. Prior to co-founding Tanistry, Rob gained valuable experience by working at New York Life Securities, New York Life Insurance Company and The Securities and Investment Planning Company in Chatham, New Jersey.  

Rob has a variety of professional licenses, which include his Series 7, 24, 53, 55, and 63, as well as, life and health certifications and a licensed Parent Care Specialist™ with the Parent Care Solution™. He is a member of the Care One Family Leadership Board and the Strategic Coach Program, a mentoring program for senior level advisors and entrepreneurs. Rob has earned a BA in Management from Gettysburg College and a MA in Financial Economics from Fairleigh Dickinson University. He enjoys being an active member of his community of Sparta, New Jersey, where he lives with his wife and three children.  

Peter J. O’Neill
“As a Managing Partner and Co-Founder of Tanistry Wealth Management, my philosophy, first and foremost, is to serve as the client’s advocate. My goal is to provide ongoing financial advice to my clients through my wealth of knowledge, accessibility and commitment to service in order to build a lasting relationship. Once informed of the clients’ financial needs, resources and goals, I am able, through a variety of disciplines, to arrive at recommendations appropriate for and specifically customized to each unique family,” he says.   

Peter has over 18 years of experience in the financial services industry and has several financial certifications. Peter is affiliated with Summit Financial Resources, in Parsippany, New Jersey. He earned his BS in Accounting from Seton Hall University in 1990. In addition to serving clients as a Family CFO, Peter is an active leader in his community where he coaches basketball and softball and is Chairman of the Randolph Softball Committee. Peter lives in Randolph, New Jersey with his wife and three daughters.