Meet Our Wealth Advisors in Fort Wayne, IN

Who We Serve

At Mountain PEAK Wealth Advisors, our mission is to provide tailored financial guidance that meets the unique needs of each client. We put our focus on working with individuals and families who want to take control of their financial future while staying true to their values and priorities. Our clients span a range of backgrounds and life stages, and we take pride in delivering strategies designed specifically for each situation.

Successful Professionals & Business Owners

Many of our clients are high-achieving professionals or entrepreneurs seeking to optimize their investments, plan for retirement, and manage taxes efficiently. For business owners, we provide guidance on succession planning, exit strategies, and leveraging their business assets to meet both personal and professional financial goals.

Pre-Retirees & Retirees

Preparing for retirement can feel overwhelming, with questions about sustainable income, legacy planning, and healthcare expenses. We work closely with clients in this stage of life to design retirement strategies that provide confidence, flexibility, and stability, so their hard-earned savings last for the life they envision.

Faith-Based Investors

Many clients come to us seeking advice that aligns with their Christian values. We integrate faith-driven principles into financial planning, helping clients steward their resources in a way that reflects their beliefs and supports both their families and broader charitable goals.

Fee-Only Guidance Since 2003

As a fee-only firm, Mountain PEAK Wealth Advisors operates with complete transparency and integrity. We do not accept commissions or hidden incentives, meaning our advice is always aligned with your best interests. Since Jeff began providing fee-only advice in 2003, we’ve been committed to delivering personalized guidance that empowers clients to make informed decisions without worrying about conflicts of interest. Our clients know they can trust that every recommendation is made to help them pursue their long-term financial goals.

Jeffrey K. Presley, CKA®

President & Chief Compliance Officer

Jeffrey K. Presley has been serving clients of Mountain PEAK Wealth Advisors since October 2016, where he is President and Chief Compliance Officer. With decades of experience in financial planning, investment management, wealth creation, and tax strategy, Jeff brings both professional excellence and a faith-based perspective to his role.

As a Certified Kingdom Advisor®, he helps clients align their financial decisions with their values and long-term goals through principles that never change. His expertise spans wealth management, retirement planning, and biblically grounded financial guidance.

Before founding Mountain PEAK Wealth Advisors, Jeff served as a financial advisor at several respected firms, including Dickmeyer Boyce Financial Management, Inc., McDonald Presley Capital Management, Inc., and Lincoln Financial Advisors Corp. Earlier in his career, he also held leadership positions at Fort Wayne National Bank, including branch manager.

In addition to his advisory work, Jeff is the principal of Presley Tax Services, LLC, offering tax preparation and advisory services. These are provided separately from Mountain PEAK, and clients are never obligated to use them in order to receive wealth management services.

Through Mountain PEAK’s partnership with Farther, Jeff and his team have access to advanced technology, multi-custodial capabilities, and operational support designed to enhance the client experience and allow them to remain focused on providing proactive, personalized wealth management guidance.

Jeff earned a Bachelor of Science in Organizational Leadership and Supervision from Purdue University in 1988. Outside of his professional commitments, he is actively involved at his church, Pathway Community Church, where he serves in various roles.

Dalton Atchison, CFP®, CKA®, CRPC®

Associate Wealth Advisor

Dalton Atchison joined Mountain PEAK Wealth Advisors in 2017 and has since earned multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Certified Kingdom Advisor® certification. As a Certified Kingdom Advisor®, Dalton manages clients’ resources with both prudence and purpose.

Through Mountain PEAK’s partnership with Farther, Dalton and the team have access to advanced technology, multi-custodial capabilities, and operational support that enhance the client experience and allow them to remain focused on providing personalized, proactive wealth management guidance.

Outside of work, Dalton enjoys running and spending quality time with his wife, Emily, and their family. His approachable style makes financial planning accessible and understandable, even for complex situations.

Austin Presley

Associate Wealth Advisor

Austin Presley is an Associate Wealth Advisor at Mountain PEAK Wealth Advisors in Fort Wayne, Indiana. Inspired by his father’s 30+ year career in financial planning, Austin developed an early appreciation for saving, budgeting, and investing. After several years in business roles at Steel Dynamics and Ford Meter Box, he transitioned into financial planning to help individuals and families build stability and navigate complex decisions with confidence.

Holding a Bachelor of Business Administration and the Series 65 license, Austin finds fulfillment in solving complex challenges and celebrating milestones with clients. He views financial planning as a lifelong partnership and a “game changer” for families, estates, and legacies. Goal-oriented and relationship-focused, he builds transparent partnerships grounded in trust and communication, creating tailored financial plans that provide clarity and align resources with each client’s goals.

Through Mountain PEAK’s partnership with Farther, Austin and the team have access to advanced technology, multi-custodial capabilities, and operational support that enhance the client experience and allow them to remain focused on providing personalized, proactive wealth management guidance.

Austin and his wife, Laura, are blessed with four children (Raegan, Reese, Brady, and Brenna) and are active members of EastPointe Bible Church. Outside the office, he enjoys time with his family, exercising, and playing golf, especially exploring new courses in the area. To learn more about Austin, connect with him on LinkedIn.

Farther

To further expand our capabilities, Mountain PEAK Wealth Advisors proudly partners with Farther, a modern wealth management firm that provides advanced technology, multi-custodial access, and operational support to help us deliver a more proactive, tax-intelligent wealth management experience.

Through Farther’s Intelligent Wealth Platform, we are able to provide clients with a streamlined view of their financial lives while maintaining the personalized guidance and relationship-driven approach that defines Mountain PEAK. The platform brings together investments, accounts, documents, and financial planning insights in one secure location, while Farther’s technology and dedicated operations team help us spend more time focused on strategy, planning, and the unique needs of each client.

This partnership enhances our ability to provide sophisticated investment management, customized planning strategies, and coordinated guidance across all areas of your financial life. Learn more about Farther at www.farther.com.

Client Success Stories

The impact of our work is best seen in the success of our clients. Over the years, we’ve helped families build financial confidence, shield their assets, and plan for meaningful legacies. Whether it’s guiding a business owner through a successful succession plan, helping a pre-retiree design a sustainable income strategy, or assisting a faith-based investor in aligning their portfolio with their values, our clients’ journeys reflect our commitment to personalized, ethical financial advice.

We encourage you to explore testimonials and case studies to see firsthand how our approach has helped clients pursue stability, clarity, and confidence in their financial lives. These stories are a testament to the collaborative relationships we build and the results we deliver.

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Let Us Help You

No matter your stage of life or financial goals, Mountain PEAK Wealth Advisors is here to guide you every step of the way. From retirement planning and investment management to business succession and faith-aligned financial strategies, our team is dedicated to helping you navigate life’s financial decisions with ease. We understand that each client’s journey is unique, and our approach reflects that. By combining industry experience, personal connection, and a commitment to values-driven guidance, we help clients feel empowered and prepared for whatever life brings.
Whether you’re just beginning to plan for your financial future or looking to refine a well-established strategy, our team is ready to partner with you. We believe thoughtful planning today leads to the ability to make a lasting impact for the people and causes you care about most.
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