Archive
Katherine Schumacher
Before joining Peak in 2026, I spent over a decade working across Operations and Human Resources in a variety of industries. During that time, I...
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Peter Hedberg
A recent addition to the roster of Peak Asset Management wealth advisors, I joined the firm after a 35-year career with New West Investment Management,...
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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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