EP 121: Getting to Know Preston Gee: Client Relationship Manager

In this episode, Nick Hopwood, CFP® and Jim Pilat, AIF® are joined by Preston Gee, client relationship manager at Peak Wealth Management. He recently joined the team full-time after graduating from Central Michigan University with a degree in financial planning. He has previously worked with the Peak team as a finance intern. Learn more about what he'll be doing in his new role with us! 

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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.