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FINANCIAL ADVISOR

Peter Lai

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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Employee Stock Options

Personal Interests

  • Volunteering
  • Movies & Entertainment
  • Hockey
  • Traveling
  • Wine Collecting/Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Fax

(888) 369-1796

Branch Team

  • Jessica Passeri
    Sr. Branch Office Administrator
  • Debbie King
    Branch Office Administrator

Office Address

1524 East Primrose Suite B
Springfield, MO 65804
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