Peak Financial Management

About
Peak Financial Management

Providing excellent financial planning with both technical expertise and timeless biblical principles.

Biblical Principles for Money

Meet Your Advisors

Nick Wolverton

Financial Planner, CFP® CKA®

Nick's experiences equip him to work particularly well with two groups — and in both cases, his natural inclinations toward simplicity, collaboration, and deep relational connection make a real difference.

The first are those nearing retirement. There are a lot of technical choices to be made at this stage — Social Security timing, tax strategy, income planning — and Nick knows how to simplify and streamline those decisions. But what many advisors miss is this: most people approaching retirement are financially prepared but very few have considered how deeply their sense of purpose is connected to working. As that season changes, it helps to have someone who has walked with others through the transition and understands that the questions go well beyond the numbers.

Nick also finds the opportunity to serve young inheritors of wealth particularly meaningful. The psychological and emotional effects of money are often underrated. As an heir, your relationship to a family member or friend can dramatically change how you handle what has been given to you. For some, it feels like finding money on the ground — and the urge to spend it is almost irresistible. For others, it can be loaded with fears of squandering what a previous generation built. No matter your situation, the numbers are almost always secondary, and you deserve an advisor who knows how to focus on what really matters.

This is also why Nick pursued his Certified Kingdom Advisor ® (CKA®), ) designation alongside his CFP. The technical expertise tells him what to recommend. The biblical principles behind the CKA reflect how he's chosen to serve — with the kind of genuine care that treats every client as a whole person, not just a portfolio.

Chanel Podell

Relationship Manager

Chanel has been a key member of the Peak Financial team since 2000. As the first point of contact, she works closely with clients to enhance their experience while helping them accomplish their goals. Chanel’s extensive knowledge in the financial services world allows her to provide clients with the guidance they need to navigate its many complexities. Additionally, Chanel has become well versed in the complex world of estate planning and is a great resource to clients in this area.

In her free time, Chanel enjoys vintage sewing machine repair, quilting, and baking, as well as hanging out with her husband, Bob, their son and pups.

Ty Johnson

Financial Planner, CFP® CKA®

Ty loves helping clients live out biblical financial wisdom and is passionate about using investing to represent Jesus in the marketplace. Ty serves a wide range of clientele but especially enjoys working with young families, couples, and individuals who want to manage their money in alignment with God's word. Before becoming a financial planner, Ty attended Colorado Christian University (Sko Cougs!) where he earned his bachelor's degree in business administration and met his wife, Jesse.

Now, they and their two boys live in Castle Rock, CO. Ty enjoys being outdoors, hunting, archery, reading, and writing. But, most of the time, you can find him spending time with his family.

Ty is also a Certified Kingdom Advisor® (CKA®), ensuring his financial counsel aligns with biblical principles and Christian values. Serving the Denver area, he brings a unique blend of professional expertise and faith-based guidance to his clients.

We're Certified Kingdom Advisors® (CKA®)

Our Mission

“Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.”

1 Timothy 6:17-19 (NIV)

The Peak Financial Promise

Choosing a financial advisor is a deeply personal decision. With the Peak Financial Promise, we're committed to earning your trust.
If we aren’t the right fit for you and your needs, we recommend someone else who is.
You are never pressured to make a decision.
We make it clear how we are compensated.
We listen carefully to your needs.
We get back to you in 24hrs
We’ll ask you the hard questions.
We will challenge you to give joyfully.