08.18.08 - Look for our representatives at the Boomer All Circles Meeting in Kansas City, August 23rd through the 25th..
06.19.08 - FamilyOfficeNetwork® is thrilled that Bob Veres, a highly regarded financial planning industry columnist, featured our client portal in his June edition of "Inside Information" Read More
05.22.08 - New features have been rolled out. Find out about them here.
04.01.08 - FamilyOfficeNetwork® is now Safe Harbor certified More Info
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Peter R. Wheeler
Founder & Managing Director
 Peter R. Wheeler, CLU, ChFC, CFP, CIMC, is the founder and managing director of FamilyOfficeNetwork L.L.C. Pete has over 40 years of experience in the financial services industry and is a graduate of the University of Arizona with a B.S. in Finance.
Pete is also President and CEO of WheelerFrost Associates, Inc., a wealth management firm, which has been recognized by Worth and Bloomberg Wealth Manager magazines as one of the top advisory firms in the country. Pete has authored several books, and has been featured on numerous television and radio programs and in a variety of financial journals. He has spoken internationally to broad groups of advisors about wealth management and leveraging technology to improve client service and their bottom line.
Pete and his wife live in San Diego, California. They have five children and two grandchildren. He enjoys rough water swimming, woodworking and classic boat restoration.
Aaron M. Pickett
Director of Sales & Business Development
Aaron Pickett joined the company in 2004. He is responsible for expanding FamilyOfficeNetwork® by developing strategic relationships with industry leaders, helping clients expand their network of professionals and managing the overall sales operations of the company. He also works with the technology team and with third party vendors to develop enhancements to the system.
Aaron graduated from the University of Iowa in 2003 with a Bachelor of Arts degree in Psychology and a minor in History. At the University of Iowa, Aaron was a member of the Sigma Alpha Epsilon Fraternity. He is a lifelong athlete and sports enthusiast. In his free time he enjoys playing basketball, surfing, other outdoor activities, and traveling.
Peter J. Wheeler
Director of Technology
%20small.png "pjw") Peter Wheeler brought his technology expertise to FamilyOfficeNetwork® in 2007. He provides ongoing technical support for clients, is responsible for product development and testing, and manages the website content.
Peter will graduate in the fall of 2008 from San Diego State University with a Bachelor’s Degree in Business Management. Peter enjoys surfing, playing guitar, and woodworking.
Mary M. Wheeler
Administrative Director
 Mary began working with FamilyOfficeNetwork® in 2001. She is responsible for strategic planning, human resources, and administrative operations.
Mary graduated, cum laude, from the University of Arizona with a B.S. in Public Administration and is a member of the national business honor society, Beta Gamma Sigma. Mary and her husband, Pete, reside in San Diego, California. She enjoys horseback riding, gardening, and traveling.
Ashley Kavitz
Marketing Associate
smallrotate.png "ak") Ashley Kavitz joined FamilyOfficeNetwork® in May 2008. She is responsible for media and public relations, advertising, and the implementation of the marketing plan.
Currently Ashley is an undergraduate Business-Marketing student at the University of San Diego. She is an active member of the Gamma Phi Beta sorority, serving as a Philanthropy Chair. She has studied in Spain and is proficient in Spanish.
Cody Aldridge
Sales Associate
 Cody Aldridge joined FamilyOfficeNetwork® in 2007. He is responsible for sales and technical support for current clients as well as maintaining the Wealth Advisor Connect forum.
Cody is pursuing his degree in History at Grossmont College. In his spare time Cody enjoys working on classic cars, body surfing, metal-working and Formula1 racing.
Jason McCormick
Sales Associate
 Jason McCormick has been with FamilyOfficeNetwork® since 2007. His responsibilities include business development, as well as ongoing support for current clients. He is located at our satellite office in San Francisco, California.
He is studying Philosophy at San Diego State University. He enjoys golfing and playing baseball.
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