Our Team
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Louis (PJ) Patierno, Jr. CFP, ChFC
President, Senior Financial Advisor, Chief Compliance Officer
Denver, Raleigh & Compliance Supervisor for Hilo, Hawaii
303-991-0056
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Spencer Wynant - CFP
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Jessica Scott - CFP, CDFA, CTFA
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Susanna Robinson
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Allie DeGraaf
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Kim Griffin
Client Relations
Raleigh
Kim@peakplan.com
919-841-9642
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Janet Carlson
Operations
Raleigh
Janet@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