The Story of Peak Asset Management

Our story is about our clients and the commitment we have to improve their lives. Founded by Terry Hefty in 1994 and registered as an Investment Advisor with the SEC in 1996, our mission has always been to empower families and individuals by building relationships of trust around personalized financial advice.

We pride ourselves on helping families and investors formulate and execute a plan to reach their personal goals, protect their wealth, and feel secure in their financial future. Our clients lead full, busy lives, so we dig in, plan, execute, and through it all provide
guidance, support, and peace of mind.

In practice, the Peak approach is built on a foundation with three components: Structure, Strategy, and Discipline. Every client relationship is focused on meeting individual needs through that framework. Our approach allows our clients to feel secure and cared for so they can focus on the things that are truly important to them.

Through personalized, comprehensive wealth planning and management services, we work every day to build and maintain relationships of trust that will last for generations.


Meet the Peak Asset Management Team

Who you take advice from makes a big difference, and that’s why we’re proud to
introduce you to our team of service-minded, fiduciary advisors.

We are investment professionals, business owners, founders, security analysts, financial planners, venture capitalists, tax professionals, risk managers, philanthropists, and market participants. We are students of history and markets and thoroughly enjoy sharing our expertise with clients. We have a unique depth of experience and perspective with over 230 years of collective professional practice in financial markets and private wealth management. Our team is comprised of CFA Charterholders, Certified Financial Planners (CFP), a Financial Risk Manager (FRM), and an Enrolled Agent (EA). Above all, we have a steadfast dedication to our fiduciary duties and the trust we earn with our clients.

Angela Dwinal

Client Service Manager

Bethany Aylor, CFP®

Associate Wealth Advisor & Financial Planner

Brent Yanagida, CFP®, EA

Financial Planner

Debbie Harper

Business Manager

Grant Bugner, CFP®

Associate Wealth Advisor & Financial Planner

Jason Foster, JD, AEP®

Director of Wealth Strategies & Legacy Planning

Jodee Aylor

Client Service Associate

John McCorvie, CFA

Partner, CIO & Wealth Advisor

Johnny Russell, CFA

Wealth Advisor

Julie Pribble, CFA

Wealth Advisor

Noel Bennett

Wealth Advisor

Sophie Berglund

Associate Wealth Advisor

Tara J. Hefty, CFA, FRM

Managing Partner & Wealth Advisor

Terry Hefty


Terry Robinette

Wealth Advisor

Our Purpose

To empower clients by earning trust, sharing our expertise, simplifying the complex, and building and maintaining financial security.

Our Core Values

CLIENTS come first.
INTEGRITY:  Do the right thing. Always.
RESPECT:  Treat others with kindness, care, and dignity.
INDEPENDENCE:  Don't follow the herd.
BALANCED LIFE:  Work isn't everything.

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