Meet Our Team
Louis "PJ" Patierno, Jr., CFP®, ChFC®
PJ earned a Bachelor of Business Administration (Finance) degree from Texas A&M University in 1988. He worked his way through school and started two small companies while in college. He began his financial career in southern California while working for a company that structured financing for large capital equipment acquisitions.
PJ then moved back to Houston, Texas and entered the financial services industry in 1990. In 1998, PJ and his family moved his practice to Denver, Colorado. After working with a firm that specialized in the unique needs of athletes and entertainers, PJ started his own firm, Peak Planning Group, LLC. PJ is the Founder, President, Branch Manager, RIA Representative and Securities Principal for Peak Planning Group, LLC in Greenwood Village, Colorado.
PJ is licensed in many states and works with clients around the country and in a couple of foreign countries. He currently holds the Group I insurance license and a variable insurance license. In addition to the Series 6, 51 and 24, he is a Municipal Securities Limited Principal, General Securities Principal and a Texas Investment Advisor Representative. He holds the CFP® (Certified Financial Planner), the ChFC® (Chartered Financial Counselor) and the LUTCF™ (Life Underwriting Training Council Fellow) designations.
PJ and his wife, Tina (a Family Law attorney in Denver) have three college-aged sons. They have active professional and family lives filled with kids’ sports, skiing, running, biking and travel.
Spencer Wynant, CFP®
Spencer graduated from the University of Kansas with an accounting degree in 2008 and completed his masters of accounting in 2009. He initially worked as an analyst for a wealth management firm in Overland Park Kansas where he was a Series 65 representative. Before joining Peak Planning Group, LLC, Spencer most recently worked for a large trust company in Denver, Colorado as a Portfolio Manager whose responsibilities included asset management, financial planning and performance reporting. Spencer is a CERTIFIED FINANCIAL PLANNER™ professional.
Spencer enjoys playing tennis and soccer as well as spending time on outdoor activities such as hiking, skiing and snowshoeing. He recently participated in the Mile High United Way Emerging Leaders Group where he joined other young professionals in various projects aimed at improving education throughout the state of Colorado. He also enjoys being part of the Big Brother program in Denver. Spencer lives in Denver with his wife, Eleanor, and their two dogs.