Today we’d like to introduce you to Mike Pelo.
Hi Mike , so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you got to where you are today?
I ran into an internship opportunity with northwestern mutual in college and that has developed over the last ten years to become my personal firm called Peak Wealth Management. I still use Northwestern as my primary broker and have team of ten employees, multiple CFP’s and extremely qualified individuals who have helped me scale.
We all face challenges, but looking back would you describe it as a relatively smooth road?
struggles daily. worth it but I can’t tell you how difficult and rewarding it has been. similar to being a father.
Alright, so let’s switch gears a bit and talk business. What should we know?
we specialize in holistic financial planning. investments, insurance, tax strategy, business planning, We are proud of our expertise and commitment to our core values. EAGLES – excellence, altruism, growth, leadership, endurance and service. we are in business first and foremost for our clients and give our clients the white glove treatment. we are especially good at tax strategies.
Let’s talk about our city – what do you love? What do you not love?
I love Provo/Orem for the people and the activities.
I don’t like how busy it’s gotten but also know that I can’t be selfish living in the greatest community in the world.
Contact Info:
- Website: https://peakwealth.nm.com
- LinkedIn: https://www.linkedin.com/in/mikepelo/
