BRETT PELTZER, CFA Brett has over 25 years of experience in the financial services industry. He advises clients on overall wealth management, focusing on investment management (including investment policy statement, asset allocation and portfolio rebalancing services, and broad economic and market analysis), financial and cash flow planning and wealth preservation strategies. Brett is active in searching for new investment opportunities. More

COLLEEN M. SNOW is an employee of Peltzer Capital Management and is the firm’s office manager.