Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Nicholas Wolverton is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has been with Peak Financial Management, Inc. since 2015. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm uses a phased planning approach combining consulting, coaching, and investment management, employing fundamental analysis and Modern Portfolio Theory to construct portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed income.