Meet the Team

    Peter Plant


Since establishing BlueLine Wealth Advisors in 2002, Peter has been advising individuals and families in all areas of investment planning with special emphasis on investment selection, retirement planning, and porfolio managament. Peter also works with business owners to help them design and oversee workplace retirement programs such as 401(k) plans and Profit Sharing Plans.

Prior to BlueLine Wealth Advisors, Peter had a successful career as Vice President at Fidelity Investments and a Vice President at Putnam Investments.

Peter has an MBA degree from Bentley College and a Bachelors of Science degree in finance from University of Massachusetts Boston. Peter holds the Series 7,63, and 65 securities licenses through LPL Financial. He also holds the Chartered Retirement Planning Counselor (CRPC) Designation. CRPC conferred by the College for Financial Planning





Kevin Plant

Kevin joined BlueLine Wealth Advisors in 2016. As Operations Manager, Kevin is responsible for all aspects of office management including new business processing and asset transfers. He works closely with our Broker Dealer's advisory operations and technology teams to ensure our office operates efficiently. 

Kevin has a bachelor's degree in Business Management from Eckerd College in St. Petersburg, Florida. He was a four-year member of the Eckerd College baseball team. When not in the office Kevin can be found coaching Pembroke High School baseball.