Our Team

We are a young, robust team of trusted professionals committed to providing hightouch, personalized service to each of the families we serve. We are careful listeners, looking to guide you by our knowledge, empathy, 75 years plus of wealth management experience, and integrity.

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Founding Principal / Managing Director

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Chief Investment Officer

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Chief Financial Officer

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Associate Relationship Manager

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Chief Operating Officer

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Chief Compliance Officer

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Client Service Associate

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Office Manager

Contact Us

Regent Peak Wealth Advisors is a registered independent advisory firm dedicated to working with creators of significant wealth, including multi-generational families, business owners, entrepreneurs, corporate executives, as well as trustees and board directors.