Bethany Aylor, CFP®

I joined Peak Asset Management in November 2020. I have worn many hats in my time at the
firm, starting as a Client Service Associate before moving into my current role as Wealth Advisor
and Financial Planner. Prior to Peak, I spent over five years in the finance world, gaining
experience with companies like Charles Schwab and JP Morgan Chase. My background
includes working with employees of large publicly traded companies, helping them to
understand various pieces of their equity compensation such as Restricted Stock Units (RSU),
stock options, and Employee Stock Purchase Plans.

I’ve always had a passion for helping others, and I enjoy the opportunity to build lasting
relationships with our clients and help empower them to meet their financial goals.

I have an MBA from Colorado State University, as well as a bachelor’s degree in business
administration with a major in HR Management and minors in Supply Chain Management and
Spanish from Appalachian State University. I am a Certified Financial Planner™ (CFP®), having
earned the designation in 2021 after completing the required experience, coursework, and
exam. I am a current member of the Boulder County Estate Planning Council.

Outside of work, you can find me spending time with my husband, our two incredible daughters, and our two crazy doodles. Some of our favorite things to do include hiking, snowshoeing, enjoying the outdoors, DIY remodel projects, and finding the best tacos in Colorado. I enjoy supporting non-profit organizations that focus on cancer research and childhood education.