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Jeffrey K. Presley, born in 1961, has been dedicated to serving clients of Mountain PEAK Wealth Advisors as president and chief compliance officer since October 2016.
Previously, Jeff was a financial advisor at several notable firms, including Dickmeyer Boyce Financial Management, Inc., McDonald Presley Capital Management, Inc., and Lincoln Financial Advisors Corp. In addition, he held various positions, including branch manager, at Fort Wayne National Bank. In 1988, Jeff earned a Bachelor of Science in organizational leadership and supervision from Purdue University.
Jeff is also the principal of Presley Tax Services, LLC. As a separate service offering from the advisor, Jeff offers tax preparation and related services. Clients are not obligated to use these services in order to obtain advisory services from Mountain PEAK.
Dalton Atchison is an associate wealth advisor at Mountain PEAK Wealth Advisors, LLC. He graduated from the University of Indianapolis with a degree in business administration in May 2017 and has been with Mountain PEAK ever since. Dalton attained the Chartered Retirement Planning Counselor℠ (CRPC®) designation in October 2018, and he is currently in the process of attaining his Certified Financial Planner™ designation (CFP®). In his free time, Dalton loves to run, work out, and spend time with his family and friends. Dalton will be running his eleventh half-marathon this October at the Toronto Waterfront Half-Marathon in Toronto, Ontario.