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Peter has been serving in the financial services industry since 2004. He previously worked for John Hancock Annuities, Transamerica Annuities and Lincoln MoneyGuard, and has been an external wholesaler in the Dallas-Fort Worth area since 2010. He graduated from The Ohio State University with a degree in Electrical Engineering.
Peter and his wife, Katie, spend their free time on the sidelines cheering their boys on as they play soccer, football and lacrosse. They are an active family that enjoys skiing, hiking and spending time with their dog, Toby.
Peter is passionate about adding value every time he interacts with an advisor. His goal is to help advisors grow their businesses and help their clients invest with confidence. He is proficient at practice management, retirement planning, prospecting, public speaking and client management, and is a straightforward, optimistic person who enjoys helping people.
- Securities Registered with FINRA®
- Holds Series 6, 7 and 63 Registrations
Bola joins us at TruStage™ with over 16 years in the banking and investment world, including accomplishments with such industry titans as Merril Lynch, JP Morgan Chase and Wells Fargo. After attending the University of Houston-Downtown, Bola has worked as a licensed relationship banker and, most recently, a financial advisor.
Bola married his wife Bailey nearly a decade ago, and they have three children together. They’re an active family, and when he’s not helping clients reach their financial goals, you’ll find Bola cheering on his children’s sports teams or even on the basketball court himself.
Building a rapport with advisors is a specialty of Bola’s, and he aims to imbue trust through his wealth of knowledge. Those who work with Bola can expect a strong work ethic, with getting the job done accurately and promptly as a primary focus.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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