Our Team

Peter Newman, CFA

President and Founder
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Peter founded Peak Wealth Planning, LLC to provide private clients with the financial advisory and investment approach typically reserved for large institutions. Managing the University of Illinois $5-billion treasury for more than a decade, he has comprehensive experience protecting and growing capital through a disciplined process.

Peter furnishes his expertise to individuals and families with the high standard of objectivity expected by institutional clients. His goal is not to beat an arbitrary investment performance target, but rather to help clients achieve their specific goals while enjoying peace of mind. Peter is personally committed to each client's success, and invests his wealth using the same "endowment model" as his clients.

He holds the distinguished Chartered Financial Analyst designation, and earned his Master's and PhD from the University of Illinois at Urbana-Champaign.

Contact Peter for a confidential discussion about your goals.

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Babette Hiles

Office Administrator
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Babette joined Peak Wealth Planning, LLC after having retired from the University of Illinois at Urbana-Champaign where she was an events planner for thirty years. Twenty of those years were spent in the Chancellor’s Office where she served as Director of Special events for the campus. Babette was lured out of retirement to assist Peter Newman, CFA with establishing office procedures and general organizational systems. Babette provides professional and courteous service to Peak Wealth Planning, LLC’s growing client base.

A native of Champaign, Illinois, Babette returned home after having earned her Bachelor’s degree from Coe College, in Cedar Rapids, Iowa. Babette enjoys running, cycling, and reading, and serves on the Board of Directors of Champaign County CASA.