PETERS FINANCIAL - Key Persons
Job Titles:
- Member of the Mobile Alabama Team
- Client Services Associate
Carin has over thirty years of experience in Senior Client Relationship Management and Client Services including the financial industry and corporate security consulting. She specializes in fostering deep and long-standing client relationships that promote trust and teamwork. Carin began her investment career at Invesco, in Atlanta, Georgia, as a Participant Services Representative. She quickly moved into a role as a Retirement Plan Services Relationship Manager working with large national accounts. Most recently, Carin worked for a corporate security, investigative and intelligence firm, as Senior Consultant.
Carin has a Bachelor of Arts in Political Science with a minor in Criminal Justice from Georgia State University.
Job Titles:
- Financial Advisor
- Member of the Mobile Alabama Team
In 2017, Lee was accepted into the Master of Financial Planning and Counseling program at the University of Alabama. In January of 2018, Lee began working at Peters Financial and achieved his master's degree in May of 2019. Lee holds a Series 66 securities designation and a state license for Life and Health insurance.
Job Titles:
- Financial Advisor
- Member of the Mobile Alabama Team
- Principal
Peters Financial, LLC is an independent financial advisory firm. "Independent" means that we work for our clients, not for the interests of a large corporation. Pete attained his Chartered Financial Consultant designation in 1983. Pete is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Job Titles:
- Member of the Mobile Alabama Team
- Marketing & Operational Specialist
Job Titles:
- Marketing & Operational Specialist
Payton graduated from Mississippi State University with a bachelor's degree in Public Relations. After finishing undergrad, Payton returned home to Livingston, Alabama, where she earned her master's degree in Integrated Marketing Communications at the University of West Alabama. While pursuing her master's, Payton worked for a local hospice company as the Marketing Assistant. Payton joined the firm in 2021 as the Marketing and Operational Specialist. Payton oversees all marketing efforts, from managing our socials to planning client events and seminars.
In her free time, Payton enjoys going to the beach at Dauphin Island, trying new restaurants, and going on walks with her husband, Matthew, and dog, Nellie.
Job Titles:
- Member of the Mobile Alabama Team
- Client Services Associate
Taylor earned her bachelor's degree in Business Administration with a concentration in Finance from the University of South Alabama. While at South, Taylor served as the Risk Analyst and Operations Manager for the Jaguar Investment Fund. After graduation, Taylor went on to sell Life Insurance and gained valuable experience in client services and the insurance industry.
Taylor enjoys spending her free time with friends and family or out on the water. She also loves animals and has a miniature dapple dachshund named Bailey.
Job Titles:
- Client Service Manager
- Member of the Mobile Alabama Team
Yvonne has an extensive background in customer service and hospitality management. For 16 years, she served as the Catering and Events Director at the Country Club of Mobile. While at the CCM, Yvonne led all marketing and promotional campaigns. She was also responsible for managing her staff and back-office administrative duties.
Yvonne is a University of Tennessee alumna, where she earned her bachelor's degree in Communications and Broadcasting. Yvonne has one son, Breen.