Old Peak Finance exists for one simple reason: to offer tailored, comprehensive advice so clients can achieve their financial goals.
We do that in 3-4-person teams. Each of us plays a specific role in delivering financial planning with clients' goals and best interests in mind.
Rick Waechter, CFP®
Founder and Partner
"I started Old Peak to offer a service that is badly needed and in short supply: comprehensive financial planning. We want to know our clients deeply, give them thoughtful, tailored advice and help them achieve their dreams."
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. Rick and his wife have two adult children and live in Chapel Hill.
Rick Waechter, CFP®
Founder and Partner
Donna Reaves
Partner, Director of Operations
"Old Peak Finance, to me, personifies what it means to be a fiduciary. Our founder, Rick Waechter, has created an environment that promotes goal orientation and ownership and responsibility and satisfaction. I believe those values exist because Old Peak Finance operates from a place of respect and integrity. I have experienced and witnessed understanding, compassion, encouragement, direction and support from everyone on our team, and endeavor to offer the same in return. I am thankful to be here. Why do I work at Old Peak Finance? Because fiduciary is not only our commitment; fiduciary is our culture."
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 Broadway, Harnett County, NC.
Donna Reaves
Partner, Director of Operations
Dan Routh, CFP®
Partner, Senior Advisor
"Being a CFP® professional asserts my personal and professional desire to always put clients’ best interests above my own. To me, working at Old Peak means I get to work together with my colleagues, not alone, to foster an environment of continuous learning and providing real financial planning to our clients."
Dan joined Old Peak in 2019. He is a CERTIFIED FINANCIAL PLANNER™ and has over a decade of experience in the financial planning profession. Dan has a bachelor’s degree in business and minor in applied economics from Virginia Tech. Dan specializes in equity compensation planning, spending most of his career advising executives and entrepreneurs in the tech and life sciences industries. He is an active member of NAPFA. Dan lives in Raleigh with his wife, children, and 12-year old dog Laney. Outside of work Dan is a constant adventurer. His favorites include exploring the North Carolina mountains and surfing east coast beaches.
Dan Routh, CFP®
Partner, Senior Advisor
Erin Vickery, CFP®
Financial Advisor
“As a CFP® professional, our most valuable role is to educate. Making custom, often complex, solutions feel accessible is essential to building lasting advisor-client relationships. My priority is for our clients to feel informed in their decision-making and empowered by knowing they have a professional partner to help strategically navigate their financial journey.”
Erin has been in the financial services industry since 2016, including working as a solo-practitioner for 3 years before joining Old Peak in 2022. She is a CERTIFIED FINANCIAL PLANNER™ professional, and passionate about tackling wealth and income disparity through public policy and financial literacy. Erin received a bachelor’s degree in biology from East Carolina University, a product of her lifelong interest in health and wellness. An avid traveler destined for island life, she can most often be found outdoors, adventuring with family and friends.
Erin Vickery, CFP®
Financial Advisor
Justin May, CFP®
Portfolio Manager
"Working at a fee-only firm like Old Peak Finance allows me to make investment recommendations as if I’m in our clients’ shoes. Every person is unique – and their investment portfolio should reflect that. In collaboration with our advisors, I appreciate the opportunity to bring purpose and clarity to every portfolio we manage."
Justin joined Old Peak in 2023. He is a CERTIFIED FINANCIAL PLANNER™ and holds a bachelor’s degree in economics from the University of California, Santa Barbara. He has spent most of his career in similar roles, most recently managing investments for over 600 households at another firm. He lives in Greensboro, NC, with his wife and their Pomeranian. Outside of work, he enjoys cooking backyard-to-table meals and renovating his old house.
Justin May, CFP®
Portfolio Manager
Audrey Kayser, CFP®
Associate Advisor
“Finding a fee-only firm focused on comprehensive financial planning was important to me when considering where I wanted to learn and grow into an advisor role. I loved Old Peak’s focus on collaboration and continuous learning, which, to me, spoke to the firm’s larger commitment to excellence and ensuring clients were receiving the best services possible. I’m thrilled to be part of a team that really ‘walks their talk’ and puts their values into practice.”
Audrey joined Old Peak in 2023. She earned her CFP® certification in 2025 and works directly with clients as an Associate Advisor on all things financial planning. She holds a bachelor’s degree in Public Policy and History from the University of North Carolina at Chapel Hill. Audrey has a background in community crisis work and the legal field. She is excited to continue her work in service and empowerment in the financial planning field. Audrey lives in the Triangle area and enjoys hiking, yoga, and creating music playlists across several genres.
Audrey Kayser, CFP®
Associate Advisor
Grant Mosher, CFP®
Senior Advisor
“The collaborative team culture at Old Peak Finance brings out the best in all of us. We enjoy working together to put the client first and simplify the complex.”
Grant is a CERTIFIED FINANCIAL PLANNER™️ with more than a decade of experience in the financial planning profession. He graduated magna cum laude from the Ohio State University’s Fisher College of Business (Go Bucks!). Before joining Old Peak in 2024, he worked with financial planning firms based in Ohio, Oregon, and North Carolina.
Grant lives in Durham, NC, with his wife and their two large dogs, Wrangler and Oaklee. He enjoys traveling, being active with friends, and tackling DIY projects around the house.
Grant Mosher, CFP®
Senior Advisor
Ali Jeter, CFP®
Associate Advisor
"Being a financial planner at Old Peak Finance means building true partnerships grounded in trust, transparency, and thoughtful guidance. Together with our clients, we create plans that not only support their goals, but also help them feel confident in the life they are building.”
Ali joined Old Peak in 2026. She is a CERTIFIED FINANCIAL PLANNER™ and holds a BBA from St. Edward’s University in Austin, Texas. She lives in Durham, NC, with her wife, Hannah, and their dog, Jo. Outside of work, Ali enjoys exploring new restaurants around the Triangle, following Texas football, and spending time with family and friends.
Ali Jeter, CFP®
Associate Advisor
Chelsea Markovich
Operations Specialist
"Being part of the team at Old Peak as an Operations Specialist brings me a truly unique sense of fulfillment. I enjoy supporting a dynamic group of individuals who are passionate about serving and partnering with clients in a holistic and comprehensive way.”
Chelsea joined Old Peak in November 2025 as an Operations Specialist. She was born and raised in North Carolina’s Triangle region and currently lives in Durham with her partner, Daniel, and their two children, Marvin and Theodore. She holds a bachelor’s degree in Communications from the University of North Carolina at Chapel Hill.
Outside of work, Chelsea enjoys gardening, spending time with her family, and exploring the natural beauty and outdoor spaces throughout the Triangle and across North Carolina.
Chelsea Markovich
Operations Specialist
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