PeakValley Wealth, LLC

Zachary Cline is a financial advisor at PeakValley Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience serving as a council member for the Town of Tazewell and managing a dental office in Tazewell, VA. His background also includes six years of service in the United States Air Force. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations. The firm offers customized investment management and financial planning services, incorporating fundamental, technical, and cyclical analysis, with the capacity to provide institutional-style ERISA 3(38) services alongside ongoing planning for managed-account clients.

Erin Muterspaugh is a financial advisor at PeakValley Wealth, LLC in Roanoke, VA, holding a Series 65 license with six years of industry experience. She has been involved with PeakValley Wealth since 2018 and holds a minority ownership in Brogdon Machine, Inc. Additionally, she serves as a board member for the nonprofit Run for Donuts 5k and Fun Run in Salem, VA. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office capabilities and provides institutional-style ERISA 3(38) services along with ongoing planning for managed-account clients.

Timothy Martin is a financial advisor at PeakValley Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in Christian ministry as a ministry speaker. Martin has been a sole proprietor since 1994. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and quarterly reviews, and provides institutional-style ERISA 3(38) services alongside ongoing planning for managed-account clients.

Benjamin Shrader is a CFP® with 17 years of industry experience and is affiliated with PeakValley Wealth, LLC in Roanoke, VA. He has been with PeakValley Wealth since 2012 and previously operated as a sole proprietor for 15 years. Shrader is a board member of Braveheart Grief Ministries, a nonprofit organization. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, providing customized investment management and financial planning services. The firm employs fundamental, technical, and cyclical analysis with ongoing monitoring and may delegate portfolio management to sub-advisors while maintaining discretionary authority.