Gwendolyn Smith

Gwendolyn Smith

Operations Associate

Gwen has worked in the financial services industry since 2007. She's spent more than 11 years with a boutique Wells Fargo before joining the Peak family in 2019.
Gwen graduated from The University of Olivet with a Bachelor's of Arts focused on Accounting, Finance/Management. Her client-centered approach is a result of more than 30 years of experience in administrative operations and customer service.
Gwen's interests include cooking, traveling, and reading. Her favorite title is *mom* to Justin and Carrielle. She anxiously awaits the arrival of her first grand-blessing in 2024! She looks forward to making a positive impact & hopes to assist you soon. 
 

 
 

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?

Download our Client Relationship Summary here