Mike Pelo in

Mike Pelo

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Financial Representative at Northwestern Mutual
📍 Provo, Utah, United States

Mike Pelo is the founder of Peak Wealth Management, where he specializes in tax-aware wealth and strategic planning for high-income business owners. A Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), his firm was recently ranked by Forbes on the 2026 Best-in-State Financial Security Professionals list for Utah.

Originally a basketball player at Minot State University, Mike now channels that discipline into his business and family life. He is a husband and father to four young children, balancing the demands of a growing company with being a present and active parent.

Despite advocating for his clients to "buy back their time," he makes a point of personally cutting the hair for all four of his kids.

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Experience
12 Years
Current Role
Financial Representative
Job Level
Junior
Location
Provo, Utah, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mike cares about

Wealth for Business Owners
His practice is built around helping business owners navigate complex financial decisions, from managing variable cash flow to planning a successful exit.
Team Development
He publicly celebrates his team's professional milestones, such as earning a CFP designation, fostering a culture of growth and mutual success.
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Career

Work history

5-2015
Financial Representative
Northwestern Mutual
1-2015
CEO / Founder
Peak Wealth Management
7-2014 - 5-2015
Basketball Player
Minot State University
4-2014
Business Owner
Northwestern Mutual
8-2011 - 2-2012
Compliance Consultant
security metrics
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2019
Financial Planning and Services
The American College of Financial Services
2013 - 2016
Business Management
Minot State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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