Team Members

Paul is the founder and president of Peak Mountain Advisors established in 2012. He has over 20 years of experience in the financial industry and holds FINRA SIE, Series 6, 7, 31, 63 and 65 licenses for the states of Connecticut...

Heather Wright is the Relationship Manager at Peak Mountain Advisors. Here at Peak Mountain, it is our main goal to provide the best possible client experience. Heather helps build and customize your personal financial website. She...