OLD PEAK FINANCE - Key Persons

Audrey Kayser

Job Titles:
  • Associate Financial Planner

Dan Routh

Job Titles:
  • Partner, Senior Financial Advisor, CFP®

Donna Reaves - COO

Job Titles:
  • Director of Operations
  • Partner

Erin Vickery

Erin has been in the financial services industry since 2016, including working as a solo-practitioner for 3 years before joining Old Peak in 2022. She is a CERTIFIED FINANCIAL PLANNER™ professional, and passionate about tackling wealth and income disparity through public policy and financial literacy. Erin received a bachelor's degree in biology from East Carolina University, a product of her lifelong interest in health and wellness. An avid traveler destined for island life, she can most often be found outdoors, adventuring with family and friends.

Grant Mosher

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
Grant is a CERTIFIED FINANCIAL PLANNER™️ with a decade of experience in the financial planning profession. He graduated magna cum laude from the Ohio State University's Fisher College of Business (Go Bucks!). Before joining Old Peak in 2024, he worked with financial planning firms based in Ohio, Oregon, and North Carolina.

Rick Waechter

Job Titles:
  • Founder and Partner, CFP®