Broker Check

Team Members

Meet Our Team

Paul W. Holjes

Wealth Manager, Founder

860-216-1896

pwh@peakmountainadvisors.com

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...

Read more

Reid E. Morin

Client Liaison

860-216-1896

reidmorin@peakmountainadvisors.com

Reid is a recent graduate of Arizona State University, W.P. Carey School of Business with a B.S. in Business. Reid has his SIE designation and is currently working towards his Series 7 top off exam.

Read more

Heather Wright

Relationship Manager

860-216-1896

Heather@peakmountainadvisors.com

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...
Read more