Planning For The Unexpected
Life is a journey, and it’s filled with the unexpected.
We’re Your Planning For The Unexpected People.
Peter Samenuk, who many know as “Pete,” is a financial advisor with Citizen Advisory Group. Pete is a CFP® professional who has been with the firm since 2010 and has a passion for helping people. Pete is an Investment Advisor Representative under Advisory Alpha—an SEC Registered Investments Advisor. He also holds a life and health insurance license with the state of Ohio.
Pete earned his bachelor’s degree from The Ohio State University in business administration and accounting in 2009.
Outside of attending college in Columbus, Pete is a lifelong resident of Northwest Ohio and a graduate of Perrysburg High School. He and his wife, Brae, welcomed their first child and daughter, Raya, in April of 2022. Pete and his family reside in Perrysburg with their dog Oscar. Pete is the youngest of three brothers and enjoys fishing, cooking, golfing, and spending time with family and friends.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products each year to continue membership. MDRT membership requirements include the payment of annual dues equal to $600 USD, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Pete Samenuk is stated or implied. MDRT and Advisory Alpha are not affiliated. Top of the Table is an additional membership organization within MDRT. Any Top of the Table ratings, with respect to Pete Samenuk, are only deemed to be an accurate representation of his membership status for the calendar year in which the Top of the Table rating is date stamped and is in no way deemed to be an accurate representation of his current membership status. The calendar year in which Pete Samenuk had an active membership status, with regards to the Top of the Table ratings, includes 2024.In addition to MDRT membership, qualifying criteria for membership includes attaining a higher level of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. In addition to fulfilling MDRT membership requirements, Top of the Table membership requirements include payment of additional annual dues equal to $600 USD. For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/.
Heather serves as an Account Manager for Citizen Advisory Group. She services day-to-day paperwork and is responsible for customer success. Heather has amazing attention to detail and is the first person called when something in the office needs fixing, whether it’s a computer issue, broken fixture, or appliance.
Heather grew up in Waterville, Ohio, and graduated from Anthony Wayne High School. She joined CAG after a nearly two-decade career with the YMCA of Greater Toledo. Her passion for customer service earned her many awards throughout her career.
Heather resides in Whitehouse along with her husband, Kevin, and their Goldendoodle, Zeke. She has two children and three grandchildren. She hopes to visit the Redwood Forest and Yellowstone Nation Park someday.
