Wealthrive

Peter Skelton

Peter Skelton

Strategic Partner

Entering the insurance brokerage field in 1992, Peter joined his mother’s recently formed agency, KAFL Insurance Resources.

Through his career at KAFL, Peter has developed strengths in underwriting people with complex or chronic medical conditions, insurance policy analysis; and structuring efficient insurance solutions.

Peter enjoys collaborating with other professionals to solve problems that people have regarding income replacement, estate, or business goals.

He founded Odyssey Planning to focus on business continuity planning and share his experiences with other owners to grow business value. Areas of expertise include:

Determine value drivers that will maximize business value
Create plans to transition the business to key employees or family and minimize taxation
Prepare company to be sold to third party
When not working with business owners, he spends his time as a Commissioner, Fire Captain and EMT for the St. Paul Blvd. Fire Department in Irondequoit, New York. He enjoys staying active, enjoying the outdoors and spending time with his three boys!

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