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.