Pete began his financial career in 2011, focusing on guiding pre-retirees and retirees through the process of retirement income and investment planning. Pete’s strengths exist in his passion for finding the best solutions and vehicles that offer competitive returns whilst also diminishing risk. When not in the office, Pete can be found exploring the lakes, forests, and mountains of the Pacific Northwest with his wife, Kaileen, and Labrador Retriever, Hula.

At Theia Financial®, we offer investment expertise and customized investment solutions to help our clients build long-term, risk-managed portfolios tailored to meet their specific goals, needs, and risk tolerance. This risk management investment approach seeks to protect and grow the wealth of our clients. As the markets and universe of investment options continue to evolve, we embrace the innovative solutions that fit our investment philosophy.

We believe that reducing the potential to experience a large loss in your portfolio is paramount to the sustainability of your retirement. Equally as important is the ability to sleep well at night knowing that your basic income needs will be met. Through our comprehensive, proprietary process, we work one-on-one with our clients to discover what perils may exist in their retirement plans and address them with effective solutions.