Welcome, Welcome, Welcome - Old Peak Finance

Welcome, Welcome, Welcome

May 29, 2019

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Welcome, Welcome, Welcome

May 29, 2019

The Old Peak family continues to grow. Please welcome three new members:

  • Dan Routh joins as a financial advisor. He is a CERTIFIED FINANCIAL PLANNER. He was previously at a wealth management firm in Oklahoma City, where he worked with individuals and families to provide comprehensive financial planning. Dan is a MD native with ties to NC. His wife recently graduated from veterinary school.
  • Johanna Hammond is our second client services associate. She has a bachelor's in media and journalism from UNC Chapel Hill. Her work experience spans heath care and the non-profit sector. Johanna has published a memoir, Soar. She is married with a young daughter.
  • Amelia Stanifer made her debut earlier this month, the second daughter of financial advisor Molly Stanifer and her husband, John. The family, including big sister Darby, is thrilled. They now live in Traverse City, MI.

 

 

At Old Peak, we're growing in other ways, too. We now have over 100 clients and we manage over $250 million in assets for them.

But in the most important ways, little has changed. We continue to offer tailored advice to each of our clients. We continue to provide a comprehensive service -- not just investing, but also financial goal planning, estate planning, insurance and tax. And we will always be a fiduciary, taking an oath to put each client's interests above ours.

If you have friends who would benefit from our style of financial planning, we would appreciate an introduction.

Please join me in welcoming Dan, Johanna and Amelia.

This article is not intended to provide tax, legal, accounting, financial, or professional advice. Readers should seek advice from qualified professionals who can review their specific circumstances. Old Peak Finance endeavors to provide information that is accurate and current. However, we cannot guarantee that this information has not been outdated or otherwise rendered incorrect by new research, legislation, or other changes. Old Peak Finance has no liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website.

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