We are switching it up with this episode! Join Jim Pilat, AIF® as he chats with Patti Wojcik, operations manager here at Peak Wealth Management. Learn more about our team in this highlight diving in on all things Patti.
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence.