I have been building my practice since 2014, working on a team with Gary (father) and Nick (brother) at The Peters Group. My association with the world of finances goes back to my childhood, as Gary has been in the industry for nearly 40 years. Gary has instilled his knowledge, experiences and passion in me, from which I strive to transfer into the lives of my clients.
I believe it is my purpose to help my clients achieve a life of passion, purpose and prosperity. Managing one’s finances is not easy, nor is it a do-it-yourself job; it requires knowledge, experience and careful oversight. My clients look to me to guide them in understanding their various financial decisions, including products, strategies and services. By educating and coaching my clients through their life-long financial journey, I have built long-term relationships which I greatly appreciate and value.
No matter what one’s financial situation is, our team believes that everyone deserves the opportunity to view money in a positive light, to get the most out of their wealth, and to become educated and informed on the operation of their financial world. I work with my clients to inform them on how to efficiently organize, strategize, protect, save, and enjoy their money.
My lifestyle revolves around healthy living; I believe regular exercise, healthy eating and surrounding oneself with the people who matter most leads to a healthy life. I enjoy the creative process of cooking, especially elaborate meals for large groups. I currently reside in Newton, MA and spend my free time with friends and summers on Cape Cod. I also coach youth basketball in Newton, the same program I participated in during my childhood. I feel blessed to have a career that builds meaningful relationships, and that allows me to follow my passion for assisting, educating and coaching those within my community.
Registered Representative & Financial Representative of Park Avenue Securities.