As an Altra Financial Advisor, I am able to help you reach and exceed your financial goals through sound financial decisions that align with your objectives. The best way to accomplish this is by gathering a complete financial picture of your portfolio.
I graduated from Tulane University in New Orleans, LA, with a Bachelor’s of Science in Accounting. After receiving my degree, I played baseball for a minor league affiliate of the Milwaukee Brewers. As a business entrepreneur, I developed and sold two successful businesses. In 2010, my career path led me to the financial services industry where I have been helping others reach their financial goals ever since.
I am a registered representative of CUNA Brokerage Services, Inc. and licensed insurance agent.
My wife Christi and I live in Lindale, TX and attend Grace Church. We have two sons, one in college and one in high school, and both sons play baseball for their respective schools. If I am not in the office, you can find me helping officiate high school athletics or teaching youth the intricacies of baseball.
Contact Altra Financial Advisors
Altra Financial Advisors is licensed to serve members in Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina, South Dakota, Texas, Washington and Wisconsin.
Meet our Advisors and learn more about the financial professionals serving Altra members! You may also contact us at 888.777.5211 or email Sheila Peterson at [email protected] to schedule a no-cost, no-obligation consultation in person or by phone.
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. The Altra Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
*Altra Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.