Our Team

  • Louis (PJ) Patierno, Jr. CFP, ChFC

    President, Senior Financial Advisor, Chief Compliance Officer

    Denver, Raleigh & Compliance Supervisor for Hilo, Hawaii

    PJ@peakplan.com

    303-991-0056

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  • Spencer Wynant - CFP

    Partner, Senior Financial Advisor

    Asheville, Raleigh & Denver

    Spencer@peakplan.com

    303-991-0056

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  • Jessica Scott - CFP, CDFA, CTFA

    Financial Advisor

    Raleigh

    Jess@peakplan.com

    919-841-9642

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  • Susanna Robinson

    Senior Financial Advisor

    Raleigh

    Susanna@peakplan.com

    919-841-9642

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  • Allie DeGraaf

    Paraplanner, Compliance Assistant

    Asheville, Raleigh & Denver

    Allie@peakplan.com

    919-841-9642

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  • Kim Griffin

    Client Relations

    Raleigh

    Kim@peakplan.com

    919-841-9642

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  • Carrie Stokes

    Operations

    Denver

    Carrie@peakplan.com

    303-991-0056

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  • David Hall

    Principal of Hilo, Senior Financial Advisor

    Hilo, Hawaii

    David@peakplan.com

    808-935-3388

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