Rick Waechter, CFP®, Founder
Rick founded Old Peak. He has 25 years’ experience providing financial advice. He is a CERTIFIED FINANCIAL PLANNER™. He previously spent 15 years advising companies and governments throughout Asia, with Merrill Lynch, where he led teams that completed $50 billion of transactions. Rick has degrees from Princeton (AB) and Harvard Business School (MBA). He volunteers in area schools, teaching financial literacy (see Giving Back) and lives in the North Carolina research triangle with his wife and two children.
Kent Fisher, CFA®, Financial Advisor
Kent has 25 years’ experience working with many of the world’s largest institutional investors. He holds the Chartered Financial Analyst (CFA®) designation, an MBA from McGill University and a BA in economics from the University of Western Ontario. Kent has taught Investments and Portfolio Management courses for McGill University and conducted CFA preparation courses for the Los Angeles Society of Financial Analysts. He and his wife live in Chapel Hill. He is a member of the East Chapel Hill Rotary Club and enjoys golfing (and almost any outdoor activity).
Molly Stanifer, CFP®, Financial Adviser
Molly has nine years of experience as a financial advisor. She started her career with Fidelity Investments. She is a CERTIFIED FINANCIAL PLANNER™. She has a bachelor’s degree from NC State and a master’s in financial planning and taxation. In 2014, she spent six months with a non-profit in Tanzania, teaching English, business and vocational skills to women. As a Durham Jaycees member, she engages in the community through a variety of local non-profit services. Molly, her husband, and their daughter live in Durham.
Donna Reaves, Client Service Associate
Donna joined Old Peak in 2015. She spent the two prior years teaching 5th grade math (1st year) and high school Geometry and Algebra II (2nd year) as a Teach for America Corps Member in Leflore County, MS. Donna is currently developing a non-profit organization devoted to educational equity and aimed at high school age students. She has a bachelor’s degree from the University of North Carolina at Chapel Hill, has three children, and lives in Durham, NC.