1515 S. Reserve Street
At our firm, your goals are our goals, and our team is committed to helping you find the path to reach them. We have over 40 years of combined financial experience, and have managed portfolios and assets of all sizes and types.
No matter where you’re starting from on your financial journey, no matter what your financial goals may be, the team at WestPeak Private Wealth will chart the course to help get you there.
Our team-focused approach allows you to take advantage of every advisor’s experience and knowledge, while also tapping into the resources provided to us through our relationship with Kestra Financial and Fidelity InstitutionalSM. With personalized, small-firm service and the stability and support of world-renowned financial firms, WestPeak Private Wealth can get you on track to reach your financial goals.
Managing Partner & Financial Advisor
Gary is a managing partner of WestPeak Private Wealth, as well as our lead financial advisor. He brings over 35 years of business experience to our firm, including 25 years in the agri-business and business management fields, giving...
Senior Investment Associate
Merritt takes on the dual roles of senior investment associate and office manager here at WestPeak Private Wealth. She began her career in the financial industry in 1982, and spent 11 years working for several financial firms. In 1993,...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.