Patti Wojcik

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 a resident of Plymouth for 30 years and is a devoted mother to her two children, Paige and Garrett. Paige is a graduate of MSU and is attending Indiana University for her PHD in Anthropology. Garrett is attending MSU and is pursuing a degree in Geographic Information Systems.

Patti worked at AAA Insurance claims for 12 years and has also spent time in real estate.

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