Focus and experience:

For 18 years Jeff has provided comprehensive investment planning for families, business owners, working professionals and retirees. He will help you clarify and prioritize your financial goals, then construct an individualized plan to help meet your objectives. Your goals and objectives are Jeff’s highest priority. As a CERTIFIED FINANCIAL PLANNER™ Professional, he has an enhanced knowledge of the investment planning process including retirement planning, tax efficient guidance, charitable giving, business planning, educational planning, wealth transfer strategies, investment management and estate planning. Jeff has earned the distinction of Platinum Council with Wells Fargo Advisor Financial Network in 2021 and 2022.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Jeff provides insight, integrity and guidance to build a step-by-step plan to help you accomplish your goals and steward your wealth.
 
Background and credentials:

Jeff earned his undergraduate degree at Middlebury College in Middlebury, Vermont and his master’s degree in Urban and Regional Planning at the University of Colorado. Jeff began his career as a Financial Advisor with A.G. Edwards & Sons (a predecessor firm of Wells Fargo Advisors) where he developed his fundamental investment knowledge. Jeff holds his Series 24, Series 7 and Series 66 licenses and in 2012, Jeff earned the CERTIFIED FINANCIAL PLANNER™ Certification to better serve his clients.

Focus:

Michael provides exceptional client service and functions as administrative and operational support for clients at Wilson Peak Wealth Management. Michael helps with new client on-boarding and account maintenance, transfer and administration.  Michael joined Wilson Peak Wealth Management after a career as a District Executive at Boy Scouts of America where he was recognized for his leadership, integrity, hard work and professionalism.

Background:

Michael is originally from Suffern, New York where he earned his Eagle Scout while serving his community. Michael’s primary focus, both professionally and personally, has always been serving others. Michael earned his undergraduate degree at the State University of New York at Oneonta and holds his SIE, Series 7 and Series 63 securities registrations.

Focus and Experience:

Stacy runs the day-to-day office operations at Wilson Peak Wealth Management and manages marketing and client education.

Background and Credentials:

Stacy earned her undergraduate degree at Colorado College in Colorado Springs, Colorado and her post- graduate Teaching Certification from the University of Colorado Boulder. She taught High School English in the Boulder Valley School District and worked for Eli Lilly in pharmaceutical sales before working with Wilson Peak Wealth Management.