Peter Coakley

Peter joined StoneRidge Wealth Management after graduating from Loras College in Dubuque, Iowa with degrees in Finance and Business Administration. Originally from Oregon, he was excited to return home after college and begin building his career in the community that helped shape him.

He was drawn to wealth management because it brings together two things he values most: building meaningful relationships and getting to know each client’s unique story to help them make confident financial decisions. He believes trust, communication, and a long-term perspective are the foundation of great financial advice.

Outside of the office, you’ll likely find Peter on a golf course, coaching baseball, or exploring the Pacific Northwest.

He is excited to continue growing in the profession while working toward the CFP® designation as he develops his career serving clients and their families.