For over three decades I have helped clients address their financial goals and develop strategies specific to their needs. I have a great passion for helping people achieve financial success in all areas of their lives. I do this by taking the time to understand my client’s entire financial picture.
My career started when my father, a bank president in Caledonia, MN, hired me as a teller while I was in high school. Through my father, I have learned the value of providing exceptional service and an appreciation for sound financial advice.
I earned my bachelor’s degree in Business Administration from the University of Wisconsin-La Crosse. I am a registered representative of CUNA Brokerage Services, Inc., and licensed insurance agent.
My husband Dave and I live in La Crescent, MN, where Dave runs his family-owned outdoor power equipment business, Breyer’s Sales and Service. We have four children — one adult raising her own family, one daughter who is an RN in the area, and both sons are learning the family business. Together we enjoy outdoor activities in all seasons. Summers are spent at the family boathouse in Brownsville, MN, and in the winter, we love snowmobiling with family and friends.
Some awards that I have accomplished are being named The “Woman ofDistinction” award four years in a row; The “Leader’s Choice” award while participating in Honors’ Academy; The “Presidents Council” award; The “Perspective Advisor of the Year” award, and for the third year the “Senior Advisor Leadership Team” award.
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.