Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Business:Investing
In this special episode, join Nick Hopwood, CFP® of Peak Wealth Management as he chats with Gwendolyn Smith, operations associate at Peak. Get the scoop on all things Gwen as she celebrates her two year anniversary with our team!
Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
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