Pete Mathias

Pete’s passion is to help clients understand their financial picture, develop a customized plan to reach their goals, and offer guidance as the journey unfolds. After spending 15 years in tech, Pete decided to make a career change to help others find their financial independence. As a real estate investor himself, Pete loves to share his ideas and experiences with clients and collaborate on ways to incorporate innovative strategies into wealth design.

Pete is married with two young sons, and enjoys hiking around the Pacific Northwest, reading sci-fi and fantasy novels, and exercising. He also enjoys staying up-to-date on finance and economics and discussing various forms of investing with friends and clients.