Patti joined Peak Wealth Management in 2014 after 10 years as the Operations Manager with Wells Fargo in Birmingham, MI. She has extensive knowledge in the areas of Operations and Compliance, with a strong emphasis in customer service and attention to detail.
She has been a resident of Plymouth since 1986. She is the proud mother of two adult children, Paige and Garrett. In 2019, Patti was blessed with the new title of Grandmother AKA "Ba". Her grandsons, Owen and Arthur, live in Illinois. She cherishes every moment she spends with them!
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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?