With 86+ years of combined experience, we’re a team of advisors, planners, and operators who take the long view – on markets, on relationships, and on the families we serve.
leadership
president & cco
cfp®
CEPA®
Ryan leads Santori & Peters as President and Chief Compliance Officer, bringing a rare combination of financial planning expertise and exit planning specialization. His CEPA® designation — Certified Exit Planning Advisor — is one of the most rigorous credentials in the industry, and directly shapes how he serves business owners navigating the most consequential financial event of their lives.
Ryan holds a degree from Carnegie Mellon University and an MBA from the University of Pittsburgh. He serves on the board of the Pittsburgh Zoo & Aquarium and hosts the Lessons in Legacy by Santori & Peters™ podcast — a weekly conversation at the intersection of money, family, and legacy.
Carnegie Mellon University · MBA, University of Pittsburgh · Pittsburgh Zoo & Aquarium Board Member
Founder
cfp®
ChFC®
Skip founded Santori & Peters in 1993 alongside Maria E. Peters, with the conviction that affluent families deserved independent, fee-based advice built around their lives — not products. Over three decades later, that conviction still shapes every client relationship the firm builds.
Skip has served as an adjunct professor at the University of Pittsburgh for more than 20 years, teaching personal financial planning — a role that reflects the firm’s core belief that education is the foundation of every good financial decision.
Founder, 1993 · 20+ Years Adjunct Professor, University of Pittsburgh
Associate Advisor
AJ joined Santori & Peters in 2024 as an Associate Advisor, bringing fresh energy and a deep commitment to client service. Working alongside the senior advisory team, AJ supports clients across investment management, planning coordination, and ongoing relationship management.
AJ represents the next generation of the Santori & Peters advisory team — carrying forward the firm’s lifelong learner ethos and its commitment to family-first service.
Joined 2024
OPERATIONS & COMPLIANCE
Great client service doesn’t happen by accident. Behind every plan, every meeting, and every communication is a team of professionals who make sure the details are right.
Director of Operations
Connie oversees the day-to-day operations of the firm, ensuring every client interaction and internal process runs the way it should.
Administrator
With 20+ years at Santori & Peters, Juliann is an institution. Many of our longest-tenured clients know her as the voice and presence that makes this firm feel like family.
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