Peak Planning Group, LLC

Spencer Wynant is a CFP® with 13 years of industry experience, currently serving at Peak Planning Group, LLC since 2017. He previously worked at Raymond James Financial Services and Finfolio. Outside of his advisory role, he is a proprietor of DASKU LLC, an investment club focused on real estate and brokerage investments with college associates. Peak Planning Group provides advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach with individual attention, combining active and passive strategies across diversified portfolios that are regularly reviewed and rebalanced.

Allison De Graaf is a CFP® professional at Peak Planning Group, LLC in Asheville, NC, with over 10 years of experience in consulting and financial services. Her prior roles include positions at Deloitte Consulting LLP, Leidos, SOS International, and KBR. Peak Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach combined with individual attention, utilizing an internal investment committee to manage diversified portfolios that blend active and passive strategies.

Susanna Robinson is a financial advisor at Peak Planning Group, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and Resource Management Associates of Raleigh II. She serves on the advisory board of the Theosophical Investment Trust, which provides financial support to the Theosophical Society of America. Peak Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses an institutional investment approach combined with individual attention, employing both active and passive investment vehicles and coordinating planning with clients’ other professionals.

Louis Patierno is a financial advisor at Peak Planning Group, LLC with 34 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials. His prior experience includes roles at Kingswood Capital Partners, LLC, Niagara International Capital Limited, and Raymond James Financial. Outside of financial advising, he is involved with Attorneyterm.com, where he works as an insurance agent. Peak Planning Group provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach combined with individual attention, managing portfolios through a mix of active and passive vehicles and coordinating planning with clients’ other professionals.

Adam Oates is a financial advisor at Peak Planning Group, LLC in Raleigh, NC, holding a Series 66 designation and with approximately five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Archer Investment Corporation, Axa Advisors, and Equitable Advisors. Peak Planning Group provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach with individual attention, blending active and passive strategies and coordinating planning with clients’ other professionals.

Jessica Scott is a CFP® with three years of industry experience, currently serving as a financial advisor at Peak Planning Group, LLC. Her prior roles include positions at Robert Baird & Co., Eagle Strategies (NY Life), Brown Advisory, and BB&T. She is the Women's Initiative Director for the Financial Planning Association, where she coordinates and hosts events for women financial advisors. Peak Planning Group provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach combined with individual attention, utilizing both active and passive vehicles and coordinating planning with clients’ other professionals.

David Hall is a financial advisor at Peak Planning Group, LLC in Hilo, Hawaii, holding Series 63 and Series 65 licenses with 26 years of industry experience. He worked for Ameriprise Financial Services, Inc. for 22 years before joining Peak Planning Group in 2020. Peak Planning Group provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs an institutional investment approach combined with individual attention, utilizing a mix of active and passive investment vehicles and coordinating planning with clients’ other professionals.