Timothy D. Peyko

Accredited Investment Fiduciary™

   Timothy D. Peyko, a 35-year veteran of the insurance and financial service industry, brings significant experience and resources to his position as a Founding Partner of Castle Advisors, LLP.

   By forming strategic alliances with CPAs, Attorneys and Trust Officers, the Firm recognizes and leverages its collective talent to help deliver effective and highly personalized solutions to its clients. Working with both individuals and their advisors, Mr. Peyko provides a balanced and creative approach to the wealth transfer process, including solutions for enhancing charitable giving and passing wealth onto future generations.

   With a particular focus on execution strategies as it relates to Trust Analytics, Tim provides bank trustees and other fiduciaries with access to intellectual capital and Policy Review expertise to manage their Trust Owned Life Insurance (TOLI) risk, including underwriting advocacy and product placement services. Clients also benefit from the Firm's strategic alliance with Highland Capital, an independant distributor of financial service products primarily to the high net worth and entrepreneurial corporate marketplace. Through this alliance, Mr. Peyko has access to various resources and can provide the requisite scale and critical mass to employ them in the development and execution of innovative, customized solutions to his clients.

   In addition to his role at Castle Advisors, Tim also serves as the Founder and CEO of Strategic Benefits Group, LLC, and brings over three decades of experience to the Vermont employee benefit market. The Firm provides advisory services for the development and implementation of group health insurance, 401(k) and other employee benefit plans. Through a robust design process, benefit and carrier options are identified, analyzed and compared in exhaustive detail in an effort to provide cost-effective alternatives to meet the needs of its corporate clientele.

   Through his work, Mr. Peyko has earned membership in some of the foremost professional organizations related to the finance and insurance industries. Currently, Tim is a Life and Qualifying member of the Million Dollar Round Table (MDRT), an international association of leading insurance and financial service professionals, and is recognized as the standard of excellence in the industry. Mr. Peyko is an Accredited Investment Fiduciary™ and a member of the National Association of Plan Advisors (NAPA). He also holds a Life Underwriter Training Council Fellow (LUTCF) designation from The American College , and is a member of the National Association of Insurance and Financial Advisors (NAIFA).

   A native of Boardman, Ohio, Tim began his educational career at Youngstown State University, and received his Bachelor's Degree in Journalism from the University of Vermont. Committed to professional education, Mr. Peyko has attended numerous Campus Schools at the American College in Bryn Mawr, PA and Phoenix, AZ, as well as completing classes in Modern Portfolio Theory through The Advest Institute at Harvard Business School. Tim lives in Grand Isle, Vermont along with his wife Brenda, and daughters Courtney and Cameron. Together, his family supports a number of charitable and philanthropic organizations in their community, including Breast Cancer Relief Foundation and Making Strides Against Breast Cancer, as well as the Humane Society of Chittenden County.

Phone 802-861-3400
Fax 888-451-5765
Mobile Phone (802) 343-0500