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 firstname.lastname@example.org.
Peak Wealth Management, LLC — Client Relationship Summary
Prior to your first appointment with Peak Wealth, review our Client Relationship Summary. You'll learn the answers to the following questions & more:
- What investment services and advice can you provide me?
- What fees will I pay?
- What are your legal obligations to me when acting as my investment advisor?