Peter Helms

Peter is the co-founder and CEO of ZipSit and Managing Partner and co-founder of Exeter Financial, an investment firm headquartered in Scottsdale, AZ with over $400 million under management.

Prior to co-founding ZipSit and Exeter Financial, Peter served as Managing Director for Friedman, Billings, Ramsey (“FBR”). Prior to his tenure at FBR, Peter served as a Senior Vice President for Bank of America. In addition to co-founding two companies, Peter has been blessed to work with and invest his and his clients’ money in some very successful startups such as Lifelock and PointInside.

Peter received both his undergraduate degree and Master of Business Administration from the University of Arizona.