Founder & Managing Director
Peter R. Wheeler is the founder of FamilyOfficeNetwork L.L.C. and serves as Managing Director. He has over 40 years of experience in the financial services industry. He is a CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CFP (Certified Financial Planner), and holds the CIMC (Certified Investment Management Consultant) designation. He is one of only forty-two licensed life analysts in the state of California. Pete earned his Bachelor of Science degree in finance from the University of Arizona in 1968.

Pete has been listed in Worth magazine as one of the top 250 financial advisers in the nation. He has also earned a coveted spot on Bloomberg Wealth Manager magazine’s Top Dogs List for the last 5 years.

Pete also serves as President and Chief Executive Officer of Wheeler/Frost Associates, Inc., a fee-for-service wealth manger and Registered Investment Adviser. Wheeler/Frost Associates is recognized as being one of the top Investment Advisory firms in San Diego by the San Diego Business Journal. At Wheeler/Frost, Pete is responsible for the overall management and operations of the firm and serves on the firm's investment committee. Pete is recognized for his advanced knowledge in insurance, estate, business, and pension planning, and has been featured on numerous television and radio programs and many financial journals.

He has served on a variety of boards including the Planned Giving Committee of the American Heart Association, the Endowment Development Committee for the Boy Scouts of America, the Practice Development Advisory Committee of Scripps Memorial Hospitals, and the Planned Giving Committee for Sharp Hospitals’ Foundation. During his time spent in the insurance business, he served as president of the San Diego Association of Life Underwriters.

Director of Sales
Aaron Pickett is the Director of Sales & Business Development for FamilyOfficeNetwork, LLC.  He joined FamilyOfficeNetwork® in 2004 and since then has been responsible for expanding the reach and use of FamilyOfficeNetwork® by forming strategic relationships with industry leading organizations, helping existing users expand their network of trusted professionals and continually speaking with advisors about the benefits of FamilyOfficeNetwork®’s secure client portal.