Meet Our Team
Nick Hopwood, CFP®
President and Founder
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...
Jim Pilat, CFP®
Vice President
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...
Patti Wojcik
Operations Manager
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...
Gwendolyn Smith
Operations Associate
734-357-8055
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...
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!)
Connie Couchman
Operations Associate
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...
Preston Gee, CFP®
Wealth Advisor
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®....