Patricia Wojcik came to us after 10 years as Operations Manager with Wells Fargo in Birmingham MI. She brings her extensive knowledge in the areas of operations and compliance with a strong emphasis on customer service.
Patti has been a resident of Plymouth for 30 years and is a devoted mother to her two children, Paige and Garrett. Paige is a graduate of MSU and is attending Indiana University for her PHD in Anthropology. Garrett is attending MSU and is pursuing a degree in Geographic Information Systems.
Patti worked at AAA Insurance claims for 12 years and has also spent time in real estate.
Peak Wealth Management, LLC — Client Relationship Summary
Prior to your first appointment with Peak Wealth, review our Client Relationship Summary. You'll learn the answers to the following questions & more:
- What investment services and advice can you provide me?
- What fees will I pay?
- What are your legal obligations to me when acting as my investment advisor?