Our Team

One-on-One Financial Services from a Dedicated Team

The team at Peak Wealth Management is small, allowing us to focus on developing personal relationships with each client on a one-on-one basis. To our team, you are more than a portfolio. We look beyond the numbers on your accounts in an effort to understand the more personal matters in your life—your goals, priorities, family life, and more—and provide long-term support and guidance that you can trust.

We’re committed to always putting our clients’ needs first, and earning the trust that our clients put in us. We have decades of experience in the financial arena, and are dedicated to your long-term growth and financial wellness. When you succeed, we succeed, and we look forward to celebrating those successes with you.