Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way.
Periodically we’ll review your situation and make adjustments as needed. It just makes sense — as your life changes, so do your financial needs. As your Altra Financial Advisor, I will be here for you at every stage.
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.
My wife Tanya and I live in the beautiful city of Winona, MN. Tanya is a hair stylist who won the Stylist of the Year award in 2016. We are very proud parents of two daughters, who bring us joy and can be handful all at the same time. When I am not in the office I enjoy spending time with my family and friends. I also enjoy the outdoors as well as playing softball and year-round volleyball.
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.