Mountain PEAK Wealth Advisors, LLC

Dalton Atchison is a financial advisor at Mountain PEAK Wealth Advisors, LLC in Fort Wayne, IN, holding a Series 65 designation with eight years of industry experience. He has been with Mountain PEAK since 2017. Outside of advisory work, he is involved with Presley Tax Services, LLC, where he assists with tax preparation support activities. Mountain PEAK Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a long-term management approach using diversified portfolios composed of low-cost mutual funds, ETFs, individual securities, and may allocate assets to unaffiliated sub-advisors.

Jeffrey Presley is a financial advisor at Mountain PEAK Wealth Advisors, LLC with 27 years of industry experience. He has been with Mountain PEAK since 2016 and previously worked at Dickmeyer Boyce Financial Management, Inc. from 2012 to 2016. He holds a Series 63 designation. Mountain PEAK Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term management approach using diversified portfolios with low-cost mutual funds, ETFs, individual securities, and may use unaffiliated sub-advisors for discretionary management.

Austin Presley is a financial advisor at Mountain PEAK Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ford Meter Box and Steel Dynamics, Inc. Mountain PEAK Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term portfolio management using diversified holdings such as low-cost mutual funds, ETFs, individual securities, and may engage sub-advisors for discretionary management.