Archive
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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Julie Pribble, CFA®
I joined Peak in February 2016 and have been a portfolio manager and personal financial advisor for more than 30 years. I began my career...
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Johnny Russell, CFA®
I graduated from Colgate University in 2010 with a BA in International Relations. Early in my career, I worked for an energy think-tank in Washington,...
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John McCorvie, CFA®
I became a principal at Peak in March 2000. Before joining, I worked for ten years as a fee-based investment advisor—first for Hammer Capital Management...
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Jason Foster, JD, AEP®
I joined Peak in late 2023 as the Director of Wealth Strategies and Legacy Planning, and became a partner at Peak in early 2026. After...
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Brent Yanagida, CFP®, EA
When I joined Peak in 2015, I had already been helping clients achieve their financial goals as a financial advisor for ten years. My planning...
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Bethany Aylor, CFP®, EA
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...
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Angela Dwinal
I’ve been proud to be a part of Peak since 2011, bringing my passion and expertise to our team. Before joining here, I worked for...
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