Pete started working in the financial services business one week after graduating college in June of 1975. Early in his career, he realized that the key ingredient to this profession is SERVICE. Continue reading below to learn the rest of Pete's story.
It is said that “people don’t care what you know unless they know that you care.” I knew that I had found the perfect profession for me based on that knowledge.
After several years with large companies, I started my own business. I wanted to focus on building lasting relationships and working for my clients. In 1983, I attained a Chartered Financial Consultants designation.
I have been blessed to serve so many businesses and families for over forty years. I am so grateful that God has granted me the honor of working with so many wonderful people, especially our incredible staff. I love helping our clients solve problems, overcome financial challenges, and achieve their goals. Our clients truly become our friends.
Many of our clients meet with us every quarter. This keeps our clients updated on the financial world without having to worry on daily basis.
Peters Financial, LLC is an independent financial advisory firm. “Independent” means that we work for our clients, not for the interests of a large corporation. I am a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.