Meet Our Team

Nick Hopwood, CFP®

President and Founder

(734) 681-7575

nick@peakwm.com

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...

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Jim Pilat, CFP®

Vice President

734-681-7575

jim@peakwm.com

Jim joined Peak Wealth Management in August, 2018. He is a graduate of Olivet Nazarene University with a Bachelor of Arts degree in business administration with majors in marketing and management. He received his AIF (Accredited...

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Patti Wojcik

Operations Manager

7346817575

patti@peakwm.com

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...

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Gwendolyn Smith

Operations Associate

734-681-7575

734-357-8055

gwen@peakwm.com

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...

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Bursley Hopwood

Head of Security

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

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Connie Couchman

Operations Associate

734-681-7575

connie@peakwm.com

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...

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Preston Gee, CFP®

Wealth Advisor

734-681-7575

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

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