Meet the Peak Wealth Partners Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Jamie brings extensive experience in financial planning*, asset allocation and portfolio construction, cash flow analysis, insurance needs, stock option analysis, and the development and implementation of retirement and estate planning strategies to the wealth management process. He works closely with clients at each stage of the process, from the initial meeting, to proposing a comprehensive strategy, to agreement and implementing the approach. Jamie sees himself as a wealth planner, working to coordinate our full array of resources and help pursue client needs of different levels of complexity. *CRPCⓇ conferred by College for Financial Planning.
Bryan works closely with his clients to develop an investment strategy tailored to their needs. This ensures he has a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments. He can advise you on changing market conditions, and from time to time will suggest a review to re-evaluate your investment goals and our strategies for pursuing them.
Nick works closely with his clients to develop comprehensive strategies tailored to his client’s needs. Whether it’s properly electing social security, planning for retirement, or optimizing your corporate benefits, Nick will help you work towards a solution.
Chris takes a holistic approach to planning that begins with understanding what you are trying to accomplish with your money, both now and in the future. He then assesses whether you are on track to meet those goals and works with our advisor team to develop strategies that will seek to put in you best possible position to reach them. Chris is a huge proponent of Financial Wellness and works to achieve it for every client.
Tyler understands that a one-size-fits-all approach does not work for the dynamic needs of individuals and businesses today. Every client, every need and every situation is different, which creates the importance of flexibility and customization for each solution. Tyler's focus is both on the Individual and Business Owner side. With individuals he focuses on insurance planning with life, disability and Long-Term Care insurance. With business owners, he looks to not only find savings, but add quality to their Commercial Coverages: Workers Compensation, General Liability, Commercial Auto and Umbrella policies.
Mr. Tullo has spent several years in the insurance industry focusing on Life, Medicare and Medicare Supplement, Long Term Care and Disability. He is also knowledgeable with group benefits for business and employers. With fourteen years experience in the financial industry and over twenty years of client service experience, Paul brings a unique approach that assists the team with putting an individualized plan in place for each of the group’s clients.
Jill believes in providing each client with the personalized attention and solution-oriented service they deserve. A valuable member of the team, Jill strives to demonstrate that client needs are the Peak Wealth Partners' number one priority. She is responsible for managing all customer service issues, particularly account openings, statements, check requests, distributions and account inquiries.
Nicole has been with Peak Wealth Partners since its founding in 2019 and is essential to core operations. She attended La Salle University’s School of Business Administration and works closely with our advisor team to manage our client experience and handles the onboarding of new advisors and staff.