Broker Check

Frequently Asked Questions

Q1: How is Taurus different from a large national financial firm?

At a large firm, you're likely working with an advisor who serves hundreds of clients across every background imaginable. At Taurus, we serve a specific community — military families, pilots, and professionals with complex financial lives — and we've built our practice around understanding that world from the inside. Peter is a 21-year Air Force veteran, former bank CFO, and grew up in a family of service members and pilots. That background isn't a marketing angle — it shapes how we think about every client's situation.