We are Excited to Announce Peak Wealth's Newest Team member! Please Join Us in Welcoming Gwen Smith to the Peak Family!
As we continue to grow, we find ourselves searching for 5-star talent. It isn't easy. Fortunately we found Gwen, who has strong experience in the wealth management and financial planning industry. Of equal importance, however, is her passion of caring for client needs. We are proud to introduce Gwen Smith to the Peak Family!
Gwen has worked in the financial services industry since 2007 and her client-centered approach is a result of 30 years of experience in administrative operations and customer service. She joins us after spending the past 11 years with a boutique Wells Fargo firm in Birmingham, MI.
She holds a B.A. in Accounting, Finance/Management from Olivet College. Her interests include cooking, traveling and reading.....her favorite title, by far is Mom. Her son Justin is a VP of Global Technology with JP Morgan in Manhattan. Her daughter Carrielle lives in Miami and is pursuing a career in Hospitality/Culinary Arts.
Gwen is looking forward to her new role as Operations Associate and can't wait to meet and assist each of you! She can be reached via email [email protected]