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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
NIck Hopwood, CFP and Jim Pilat, CFP
293 episodes
6 days ago
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Investing
Business
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Investing
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EP 278: Intern Edition – Jacob Strom's Journey to Peak
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
7 minutes
4 months ago
EP 278: Intern Edition – Jacob Strom's Journey to Peak
Check out a special episode of the Trust the Plan Podcast with Nick Hopwood, CFP® featuring our standout Peak summer intern, Jacob Strom. In this episode, we dive into Jacob's unique journey—what brought him to Peak, his passion for finance, and the path that led him here. It's an inspiring conversation that highlights the next generation of talent in the industry. Don’t miss it—tune in to learn more about Jacob’s story and his time with the Peak team. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®