Sophie Berglund

Associate Wealth Advisor

I joined Peak Asset Management in April 2022 as a Client Service Associate and Associate Advisor. Before joining, I worked as Client Service Specialist at Mercer Advisors in Boulder. I spent the first 10 years of my career as a geologist in the Denver Oil and Gas Industry with a focus on Exploration and A&D in the Rockies Region. During that time, I gained valuable skills in investment analysis, valuation, and portfolio decision making. After managing a portfolio of leases and mineral rights for a private equity backed company I decided to shift my professional life towards helping individuals achieve their goals by investing in the broader market.

I’m thrilled to serve in a dual capacity at Peak Asset management as an Associate Advisor and Client Service Associate. I’m enthusiastic about adding value to clients lives across a range of client needs from generating portfolio improvement idea’s to implementing financial planning strategies and client transactional support.

I graduated with a Masters of Finance from the University of Colorado Leeds School of Business in 2021. I also hold a Masters degree in Geology from CU Boulder and a Bachelor of Arts degree in Geology from Colby College. I’m excited to be a part of the exceptional team at Peak Asset Management. Outside of peak I enjoy spending time with my daughter and husband. You’ll find me in the summer gardening with my family between bike rides and in the winter reading between ski runs.