Peakview Wealth Management

I am a Premier Advisor, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. I am also a CERTIFIED FINANCIAL PLANNER™ professional since 2006.

I have experience in managing the special needs of high net worth clients in the areas of portfolio management, wealth transfer, business retirement and succession planning, charitable giving and estate investment planning.

That’s why I don’t have any product sales quotas and can focus solely on your unique financial needs and on establishing strategies for managing them. If you’d like help developing your retirement plan or just need a second opinion on your investments, please call me to schedule an appointment.