EP 166: Peak State of the Union 2023

EP 166: Peak State of the Union 2023

| February 27, 2023

EP 166: Peak State of the Union 2023

Nick Hopwood, CFP® and Jim Pilat, CFP® share their annual State of the Union Address where they recap highlights of Peak Wealth Management. From rolling out new financial programs to the expansion of the Peak team, learn about all that has been going on at Peak HQ. 

Listen to our podcast or watch our video below.