I started working in the financial services business one week after graduating college in June of 1975. Very early in my career, I realized that the key ingredient to this profession is SERVICE. It has been said often that “people don’t care what you know unless they know that you care.” Based on that knowledge I knew that I had found the perfect profession for me.
After several years with large companies, I started my own business. I wanted focus on building lasting relationships with and working for my clients. In 1983, I attained a Chartered Financial Consultants designation.
For over forty years I have been blessed to serve so many businesses and families. I am so grateful that God has granted me the honor of working with so many wonderful people. I love helping our clients achieve their goals. It is also very rewarding to help our clients solve problems and overcome financial challenges. Our clients become our friends.
I am blessed with an incredible staff. Many of our clients meet with us on a quarterly basis. This keeps our clients updated and helps them not be concerned about the financial world on a daily basis.
Peters Financial, LLC is an independent financial advisory firm. I am a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
After graduating from the University of Alabama with a Bachelor’s Degree of Finance in 2014, Lee spent two years working for our broker/dealer, Kestra Investment Service, LLC in Austin, Texas. At Kestra, Lee worked in the Brokerage Accounts Services department and had the privilege to work with financial advisors and their offices from around the country, gaining valuable experience and the opportunity to learn the industry from the inside out. While at Kestra, Lee also was able to achieve his Series 7 - General Securities designation. After leaving Kestra in 2017, Lee was accepted into the Masters of Financial Planning and Counseling program at the University of Alabama. And In January of 2018, Lee began working with us here at Peters Financial. Lee achieved his Masters in Financial Planning and Counseling from the University of Alabama in May of 2019.
We are very pleased to have Lee with us here in Mobile, and are excited about the knowledge and experience he has contributed to our team.
Client Service Associate
Brooke has an Associate's Degree in Paralegal Studies from Faulkner State Community College. She joined our team in May of 2018. Brooke is responsible for our database and operations.
Brooke has two children, Bentley and Beckham.
Operations & Marketing Specialist
Yvonne has an extensive background in customer service and hospitality management with 16 years of experience as the catering and events Director at the Country Club of Mobile. While utilizing her Bachelor’s degree in Communications and Broadcasting from the University of Tennessee, Yvonne was able to lead marketing and promotional campaigns for all CCM events, while also managing her staff and back office administrative duties.
Yvonne has one son Breen.