This team wanted to work together.
Like many great collaborations, SilverPeak Wealth’s core management team worked side-by-side at a previous firm before joining forces… and it shows.
Team
Hank and Liz met in 2000. At the time, Liz was running a robust family office firm catering to very high-net-worth families. She had extra office space in her suite and was looking to rent it. As fate had it, Hank had just joined a small start-up advisory firm, and that firm needed office space.
Working in close proximity, and working in very similar businesses, Hank & Liz became fast friends sharing stories and laughs.
Fast forward twelve years, Liz was looking to evolve her financial business and decided (with Hank’s encouragement) to join that start-up advisory firm she had subleased office space to so many years ago.
Hank and Liz were once again collaborating. Liz began rapidly attracting new clients and Hank, who was the firm’s chief investment officer, stepped in on the investment strategy side. But Liz and Hank certainly didn’t do it on their own. Liz was great with clients and Hank was great with investments, but who was there to make sure nothing slipped through the cracks?
Kirsten Roeber stepped in as the third leg of the client service team. Kirsten knows how to build systems and get things done. Her work ethic and follow through means clients are always in good hands.
Today, Hank, Liz and Kirsten make up the leadership team of SilverPeak Wealth. All three are Certified Financial Planners (CFPs), all three work with clients, and all three share their core areas of expertise for the benefit of all clients of SilverPeak Wealth.
Core Values
- Do what’s in the best interest of the client. Period.
- Relentlessly pursue superior investment returns while minimizing risk.
- Always seek ways to lower fees to clients.
- Provide answers and solutions to complex financial situations.
- Respond to emails and phone calls in a timely manner.
- Communicate in terms everyone understands.
- Help clients align their wealth with their values and lifestyle goals.
- Smile, laugh and listen carefully.
Our team
Hank Nicholson, CFP
Hank is an entrepreneur, adventure geek, and 30+ year tree-hugging Boulderite. (Yes, he rides his electric bike to work.)
Hank is also an advisor, the chief investment officer, and the founder of SilverPeak Wealth. Prior to starting SilverPeak in 2014, Hank was a partner and chief investment officer at another local wealth management firm where he oversaw $250 million of client portfolios.
Elizabeth Jacques, CFP
Liz is spunky, light-hearted, and smart.
Her career started as a securities trader right out of grad school. This was a high stress position that required quick wits, savvy instincts, and a bit of charm.
She later moved on to work in commercial real estate lending—another field of big dollars, big players, and big egos. Again, Liz excelled because she continually moved towards challenging projects, as well as challenging personalities.
Kirsten Roeber, CFP
Kirsten is a financial professional that gets things done. She embodies a rare combination of qualities: she’s conscientious, capable, diligent, smart, and funny. And, she enjoys helping people with all the details, which makes her an indispensable part of the SilverPeak Wealth team.
Kirsten began her career in the healthcare field where she consulted with physicians in the process of setting up their practices. She aided doctors in all facets of this process. What interested Kirsten the most was helping these professionals understand the financial side of their businesses. Explaining complex financial models to doctors in a way that they could understand meant setting these doctors up for success.
Denham Nicholson, FPQP
Denham is an inspired businesswoman at heart. She is all about getting things done.
As operations manager for SilverPeak Wealth, Denham brings great communication skills, persistence, and hard work to the job.
Denham’s role at SilverPeak Wealth includes a wide range of operational responsibilities—everything from mission-critical client forms and client reporting, to planning company events, to greeting guests when they call on the phone or walk in the door. In addition, Denham is a Financial Paraplanner Qualified Professional (FPQP), bringing added strength to SilverPeak Wealth’s financial planning efforts for clients.
Our Client Services & Operations Team
Kelly Gosiewski
Kelly is a natural leader with a deep understanding of operations and client service. At SilverPeak, she draws on a wealth of experience from both the private and public sectors, including 11 years of service as a U.S. Army officer and time as a director of administration for a manufacturing company.
With SilverPeak, Kelly’s mission is to help advisors simplify their operations while enhancing the client experience. Her background in accounting, benefit administration, and record-keeping makes her an invaluable resource for both internal teams and clients.
Kelly holds a B.A. in Psychology and a Minor in Military Science from the University of Akron. She’s also certified in FEMA Emergency Incident Command System Management.
Outside the office, Kelly likes spending time with her family, getting creative in the kitchen with friends, and diving into a good book. A committed dance mom, she’s often found cheering from the sidelines at the local studio—with a coffee in hand, of course.
Tori Wilcox
Tori is the kind of person who makes everything run smoothly. Before SilverPeak, she spent over a decade managing a physicians’ office in Northeast Ohio, developing a deep skill set in organization, multitasking, and compassionate client care.
Now at SilverPeak, Tori supports financial advisors with the same level of diligence and care she gave to doctors and patients. Her work ensures that clients receive the support needed to grow with SilverPeak.
Tori earned her Associate of Applied Science in Medical Assisting from Bryant and Stratton College.
Outside of work, Tori enjoys spending time outside with her husband. She’s a proud military mom to a U.S. Space Force airman and a devoted fur mom to two chihuahuas, Khaos and Kash, whom she is obsessed with.
Tammy Fincham
Tammy is a problem-solver with a goal of improving processes and helping others succeed. Before working with SilverPeak, she built her career in the manufacturing world, rising through the ranks from assembler to plant manager. Along the way, she sharpened her skills in leadership, project management, and quality control.
Today, Tammy brings that same mindset to SilverPeak, where she partners with financial advisors to create efficiencies and deliver excellent service to clients.
She holds both a Bachelor of Science in Business Administration and an Associate of Applied Business in Business Management from the University of Akron, along with an ISO Internal Auditing Certificate.
Outside the office, Tammy enjoys spending time with her family, biking and hiking with her daughter, and unwinding in the pool on sunny days.
