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About Us
Meet The Team


Executive Administrative Assistant
Amy Myers

IT and Marketing Manager
Nicholas
Peterson

Portfolio Manager
Jim
Demuth

Financial Advisor
David W. James

Assistant
Brinley Myers

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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