Peter has been in New York City serving in the financial, insurance and accounting industry since 1980.  He specializes in providing financial guidance to high-net-worth families and their businesses.  Peter takes pride in his all-encompassing and personal approach to wealth management, becoming an extension of each client’s family for any and all financial related matters. 

Peter graduated from Baruch City University of New York with a Bachelor of Business Administration.

Peter holds the following licenses and certifications: Certified Public Accountant. Series 7, Series 6, SIE, Series 66 held with LPL Financial. Life & Health Insurance License

In his spare time, Peter enjoys spending time with his wife, three children and four grandchildren.

Amanda has been working in the finance and accounting industry since 2012.  She began her career in Accounting at Price Waterhouse Coopers and later worked in Financial Planning & Analysis at Ralph Lauren Corporation.  In 2019, Amanda left Corporate America to join forces with her father Peter and continue his legacy.   As a CPA and Financial Advisor at Yurkowski Financial, Amanda specializes in all areas of the business.  She is passionate about building relationships with the clients and their families and helping them reach their financial goals. 

Amanda received a Bachelor of Science in Accounting and Finance from Saint Joseph’s University.

Amanda holds the following licenses and certifications: Certified Public Accountant. Series 7, Series 6, Series 65, SIE, Series 63 held with LPL Financial.

Outside of work, Amanda enjoys spending time with her husband and their young children.

Lisa joined Yurkowski Financial in February 2024 as a Registered Administrative Assistant.  Before joining Yurkowski Financial, Lisa spent twelve years with JPMorgan Securities and thirteen years with Merrill Lynch, Pierce, Fenner & Smith as a Registered Client Associate.  She values building client relationships and providing exception customer service.  Lisa enjoys listening to clients to address their needs and concerns in order to develop personalized solutions. 

Lisa graduated from SUNY Oneonta with a Bachelor of Science in Business Economics.

Lisa holds the following licenses and certifications: Series 7, Series 6, SIE, Series 65, Series 63 held with LPL Financial. Life & Health Insurance License.

In Lisa’s down time, she enjoys off-Broadway theatre performances and raising funds for charities through walks/runs.

Natalie has over ten years of experience as an administrative professional working at Raymond James Financial Services and LPL Financial.  She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.

At Yurkowski Financial, Natalie specializes in providing exceptional customer service to the clients.  She also plays a key role in the advisors' day to day operations.