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About Us

Meet The Team

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Owner
Financial Advisor

Executive Administrative Assistant

Amy Myers

IT and Marketing Manager

Nicholas

Peterson

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Portfolio Manager

Jim
Demuth

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Financial Advisor

David W. James

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Assistant

Brinley Myers

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Pawject Manager
Barketing Intern

Loki Myers

Our Mission

Guiding You to a Worry-Free Retirement:

Our mission at Pepperwood Financial is to empower individuals to transition seamlessly from their working years into a fulfilling and secure retirement.

 

We specialize in creating personalized, strategic financial plans using innovative and proprietary tools. Our aim is to understand and cater to the unique needs of each client, helping them achieve financial peace of mind and enjoy their retirement to the fullest.

We're more than financial advisors; we're your trusted partners in shaping a successful and worry-free future.

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