Archive
Javier Gomez
I joined Peak Asset Management in 2025 as a Paraplanner. Before that, I spent five years in management at Amazon leading operations teams while earning...
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Cassidy Steck
I grew up in Wisconsin and earned my degree in Wealth Management from the University of Wisconsin–Madison. Over the past eight years, I’ve built a...
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Sheryl Getz
After moving from California to Colorado I joined Peak in 2024 as a Client Service Associate. I began my career in wealth management at a...
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Grant Bugner, CFP®
I joined Peak in 2024 after spending the previous three years at an independent investment advisory firm in south Denver. Before that, I spent ten...
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Jodee Aylor
I joined Peak Asset Management in May of 2022. Prior to this I have worked many years in the Healthcare field either as a Dental...
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Sophie Berglund
I joined Peak Asset Management in April 2022. Before Peak, I worked with an advisory group at a large RIA in Boulder. I spent the...
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Terry Hefty
I founded Peak Asset Management along with Gerry Witmore (since retired) in 1994. After starting my professional life in 1972 in Steamboat Springs, Colorado, we...
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Terry Robinette
I joined Peak in April 2012 as a portfolio manager. Prior to that, I was Vice-President, portfolio manager and analyst at HCM Investors, Inc., a...
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Tara J. Hefty, CFA®, FRM®
I joined Peak Asset Management in 2007. Prior to joining Peak, I was a business valuation analyst and manager for an independent business valuation firm,...
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Noel Bennett
I joined Peak in 1999 after having known and talked about investing with Terry Hefty for ten years. I purchased the interest of one of...
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