How Can We Help?
We offer a variety of solutions to help you reach your financial goals.
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Year Founded0
Households Served$0 Million
Assets Under Management*How Can We Help?
We offer a variety of solutions to help you reach your financial goals.
Ready to Simplify and Secure Your Financial Life?
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A Partner You Can Count On
Wealth provides flexibility and gives you greater control over your choices. Whether you’re facing a life transition, or want to gain confidence about your financial future, we’re ready to help as your advocate and partner in building and protecting wealth.
Click below to see how Peak Asset Management can help you in your specific situation.
Structure. Strategy. Discipline.
Three guiding principles of everything we do.
Structure.
Successful wealth management begins by bringing structure to your financial picture. We’ll help you understand your current situation and prioritize your goals.
Strategy.
With a clear view of your financial picture, we will build a portfolio that matches your personalized objectives, asset allocation, and risk tolerance.
Discipline.
Long-term success in investing is as much a result of discipline as it is strategy. We’ll navigate the ever-changing markets and manage your strategy to keep you on track.
Meet the Peak Asset Management Team
Tara J. Hefty, CFA, FRM
Managing Partner & Wealth Advisor
John McCorvie, CFA
Partner, CIO & Wealth Advisor
Julie Pribble, CFA
Wealth Advisor
Terry Hefty
Founder
Noel Bennett
Wealth Advisor
Terry Robinette
Wealth Advisor
Brent Yanagida, CFP®, EA
Financial Planner
Johnny Russell, CFA
Wealth Advisor
Sophie Berglund
Associate Advisor
Angela Dwinal
Client Service Manager
Bethany Aylor, CFP®
Associate Advisor
Debbie Harper
Business Manager
Jodee Aylor
Client Service Associate
