Ann Peake

Manager | Operations & Compliance

Ann Peake is the firm’s Manager of Operations & Compliance. In her role, Ann oversees all client operational matters as well as the firm's adherence to industry compliance standards, requirements, and governmental regulations. Working in concert with the firm's various internal and external professionals, she ensures the most effective and consistent execution of firm operations for the benefit of the institutions and multi-generational families we serve.

Mrs. Peake spent over ten years in the human resources industry, specifically in the areas of compliance and operations. During her career, she has worked in multiple industries serving in the role of Senior HR Specialist, Process Analyst, Senior Compliance Associate, and Executive Assistant.

Mrs. Peake earned her Bachelor of Arts degree from University of Houston. In her non-professional life, Ann serves as an officer for a local writing organization which fosters mentoring and publication for aspiring popular fiction writers. Ann supports a variety of charities, including those that focus on the needs of veterans, medical research and care, and local adult literacy programs. She and her husband have lived in Houston over forty years and have two grown children, three grandchildren.