Just Getting Started

With the New Year underway, I have a few milestones on my mind. This January will mark my six-year anniversary at Peak. And my wife and I are about to celebrate our little girl’s first birthday.  

In January 2025, our daughter, Remy, was born with a severe heart condition called hypoplastic left heart syndrome. In her first four months of life, she underwent two open heart surgeries. As many of you know, our family has since moved to the Boston area for Remy to both live at sea level and continue to have access to a world-class cardiology team at Boston Children’s Hospital (we were very fortunate to have been at Colorado Children’s Hospital for her first two surgeries).

I don’t know if we’ll ever be able to process just how lucky we were as a family to be set up for success going into this past year. Working for Peak was a major part of that success. Throughout Remy’s hospitalizations, my time away from the office, and our cross-country move, the entire team at Peak stepped up to make sure that our clients were taken care of.

After Remy was born, it was a huge relief to be fully focused on our family, take care of our toddler, and make sure that Remy always had one of us by her side in the hospital. Despite the volatility in my day-to-day schedule, it was also healthy for me to periodically have an outlet with work by staying engaged with clients, the markets, and our investment committee.

Making the decision to move to Boston for our daughter’s health was easy, but the ramifications of that decision are far reaching. I am grateful to Peak’s partners, John and Tara, for viewing this change in our family’s physical location as a long-term opportunity for the firm. As John said in our conversations over the summer, we always want to be opening doors instead of closing them.

One of the things I learned earlier in my career before joining Peak is that the opportunity to work with a small team of smart, kind, and honest people is extremely rare. If you happen to find yourself in that situation (which I do now!), it’s worth hanging on tight.

In that spirit, these are some of the things I value about Peak and the work I’m fortunate to do for the firm and for our clients. These are also the reasons why I believe, even after 30 years, we’re just getting started:

• Clients come first. Always.  
• We have a 30-year foundation of firm culture and values to build upon for the future.
• Our team has never been more qualified to serve our clients and will continue to grow and improve in exciting ways.
• Working in a relationship-based business is going to become even more important in our rapidly changing world.
• We have a long runway to improve the work we do for our clients.
• Our to-do list is always getting longer, not shorter.
• Simplicity is a good maxim for investing and life.
• Markets and investing (the stuff I geek out on) are never boring.

I tend to play my cards closer to the chest, but I think the business that we’re in necessitates vulnerability and – if I had to guess – I think I’ve become more open and more vulnerable over the six years that I’ve worked at Peak. When I distill it down, our job is to help our clients with their financial life, and finances are wrapped up in the most vulnerable and challenging aspects of being human. That alone makes what we aim to do for our clients very meaningful to me.

Speaking of milestones, our daughter has now spent more time out of the hospital than she has in the hospital, a huge relief given where she started. Despite all that she has accomplished and endured over the past year, it’s fun to think that she’s also just getting started.

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