Hi, I’m Conrad, and I joined PEEK WEALTH in October of 2025 as a Licensed Service Associate.
I’m thrilled to be part of a team that’s so dedicated to helping clients simplify their finances and build the life they truly want. In my role, I help make sure everything behind the scenes runs smoothly, from account management to client service, so our advisors and clients can focus on what really matters.
Outside of work, I’m usually near the ocean or the golf course. I love to surf, play a few rounds of golf when I can, and spend time outdoors. I also have a passion for travel and have been lucky enough to explore countries across Europe and Asia, including Indonesia, Japan, Spain, Italy, Portugal, and Austria. Each place has given me a new appreciation for different cultures and ways of life.
I’m excited to grow with PEEK WEALTH and be part of a team that helps people find clarity, confidence, and balance in their financial lives.