Mark Petrie

Financial Advisor

Phone: 307-315-6108
E-mail:
 

Mark Petrie has been a registered Financial Advisor since 1994.  Mark started in the financial services industry with Piper Jaffray, where he worked for five years before moving to Merrill Lynch and managing the Casper, Wyoming office for 14 years.  

Mark earned his Bachelor of Science Degree in Finance from the University of Wyoming in 1984.  After graduation he worked ten years for Conoco Inc. in Hobbs New Mexico, New Orleans, Houston and finally back home to Casper, Wyoming in 1991.  During these years Mark has been extremely active raising a family as well as staying active in the community.  Mark has been married to Risa Petrie for over 27 years and they have three wonderful children (most of the time anyway).  Kyle lives and works in Denver, Kayla is a nurse in Casper and their youngest, Drew,  is in high school and active in sports and education. 

Mark has been involved with many charities and organizations in town including the Central Wyoming Rescue Mission, Casper Youth Baseball, Legion Baseball, Youth Basketball, The Boys and Girls Club of Central Wyoming, Cowboy Joe Club, Housing Alternatives, The YMCA,  Casper College Booster Board  and many others.

Mark loves his profession and gets incredible enjoyment out of helping his clients save for retirement, start a business, build for college, and protecting their investments.  Mark is more than a stock picker; he is a friend and confidant that his clients can go to for an array of financial advice.

Mark and his business partner, Tina Kelley, have worked together since 1984 through three different companies (Conoco, Piper Jaffray, and Merrill Lynch) before starting their own firm PEAK ASSET MANAGERS.   Over the years Mark and Tina have become well versed in managing their client’s assets and liabilities by developing advanced asset allocation strategies to grow and protect their investments.

Mark and Tina are committed to bring the most advanced investment strategies to their clients, and are dedicated to personalized confidential advice and service.