Meet Our Team

Schedule an Appointment Nick Hopwood, CFP® is President and Founder of Peak Wealth Management, managing over $230,000,000 in client portfolios since 1999. Nick is a proud graduate of the University of Michigan with a degree in...

Jim joined Peak Wealth Management in 2018. He graduated from Olivet Nazarene University with a degree in Business Marketing & Management. He received his CFP (Certified Financial Planner) in 2022.

Preston Gee joined the Peak Wealth Management team in May 2020. He graduated from Central Michigan University with a double major in Personal Finance Planning and Finance. Preston officially became a CFP® in April 2023.

Patricia Wojcik came to us after 10 years as Operations Manager with Wells Fargo in Birmingham MI. She brings her extensive knowledge in the areas of operations and compliance with a strong emphasis on customer service. Patti has been...

Gwen has worked in the financial services industry since 2007. She's spent more than 11 years with a boutique Wells Fargo before joining the Peak family in 2019.

Connie Couchman has joined us after 16 years as a Senior Client Service Manager at Raymond James Financial Services in Ann Arbor. She strives to provide excellent client service and is always available to answer questions or help in...

Bursley serves as Peak's Chief Security Officer. His primary responsibilities include welcoming new friends, snoozing, and enjoying treats throughout the day. (Thanks, Patti!)