About

Peter J. Rechter

Rechter Family

Pete is a Certified Financial Planner and Registered Investment Advisor representative with a professional background in corporate finance and wealth management.

Pete’s professional background includes:

  • Education: BA in Economics, Villanova University (1975); MBA in Finance, University of Maryland (1976)

  • Corporate experience: Operations, finance, information technology, and management roles at ExxonMobil (1977–1995)

  • Financial advisory experience: Morgan Stanley Dean Witter (1995–2000); Merrill Lynch senior financial planner (2000–2003)

  • Professional credentials: Certified Financial Planner (CFP®), College for Financial Planning (1998)

  • Entrepreneurship: Founded Rechter Wealth Management in 2003

With decades of experience in both corporate finance and wealth management, Pete brings a comprehensive perspective to helping clients achieve their financial goals.

Sean A. Palmer

Palmer Family

Sean is a Certified Public Accountant and Registered Investment Advisor Representative with expertise in tax preparation and planning, portfolio management, and data analysis.

Sean’s professional background includes:

  • Education: BS in Accounting & Information Systems, Virginia Tech (2007); MS in Accounting & Information Systems, Virginia Tech (2008)
  • Corporate experience: Accounting, finance, and management roles at PricewaterhouseCoopers (2008-2011), Washington Gas (2011–2017), and others (2017-2024)
  • Financial advisory experience: Supporting Rechter Wealth Management (beginning 2022) with tax guidance, mutual fund research, portfolio reviews, and back-office support
  • Professional credentials: Certified Public Accountant (CPA), Virginia Board of Accountancy; Registered Investment Advisor Representative, FINRA; passed CFP® exam (working toward full CFP® certification by 2026), College for Financial Planning
  • Entrepreneurship: Founded Clifton Tax Pro (2021), providing tax planning and preparation services for individuals and small businesses

With a strong technical background in both tax and personal finance, Sean complements Rechter Wealth Management’s holistic advisory approach by bringing deep expertise in tax strategy and financial analysis.