Promotion of Preston Gee

Promotion of Preston Gee

| May 14, 2024

We are pleased to share some exciting news from the Peak Wealth Management team. As part of our commitment to providing exceptional financial guidance and services, we are delighted to announce the promotion of Preston Gee to the position of Financial Advisor.


Preston has been an integral part of our team for the past four years, serving diligently as an Associate Advisor. During this time, he has consistently demonstrated a deep understanding of financial planning strategies and a strong commitment to our clients' financial well-being. His dedication to excellence and continuous professional development has earned him the Certified Financial Planner® designation, reflecting his expertise and credibility in the financial planning field.


In his expanded role, Preston will have greater responsibility in advising and supporting our clients with comprehensive financial strategies tailored to their unique needs and goals. His thorough approach and analytical skills make him exceptionally well-suited to guide our clients in navigating the complexities of investing, wealth management, and retirement planning.


We are confident that Preston's promotion will enhance the quality of service and expertise that you have come to expect from Peak Wealth Management. Please join us in congratulating Preston on this well-deserved promotion.


We look forward to continuing to serve your financial needs with the highest level of professionalism and care. If you have any questions or require further information, please do not hesitate to reach out.


Sincerely,

Nick Hopwood, CFP®

President

To learn more about Preston, check out his biography, or his profile video: Preston's Biography