Peter Bolay
Managing Partner
Experience is a key and integral part of life. The more experience one has, the more one can be resilient and adapt to whatever may be thrown at them. In my life, I have curated an extensive array of knowledge about investments and life in general. Traveling is a passion I have had for the majority of my life. This passion has taken me to unique places such as the Artic Circle, New Zealand, Europe, and numerous other areas. This same drive dedicated to travel also carries over to my investment career. With my trip to the Arctic Circle and my background as a vice president of investments for Wells Fargo Advisors, I have obtained knowledge beneficial to my clients' needs. With over forty-five years of experience in the finance industry, I put my clients first and use my experience to create a specific plan tailored to their needs. My clients become people I care for, and I want to provide an environment where each client feels as if their particular needs are being solved.