Peyton Bodziak is a dedicated Client Service Associate with Mainsail Wealth Advisors, where she is committed to assisting clients in achieving their retirement and investment goals. Peyton began her journey with the practice as an intern in the summer of 2022 and continued her internship throughout the subsequent academic year. She recently graduated from Virginia Tech in May 2023 with Bachelor of Science degrees in Financial Planning & Wealth Management and Marketing Management. Peyton’s passion for helping individuals achieve their goals in the financial planning industry was reinforced during her junior year at Virginia Tech when she served as a scribe for a financial planning firm, actively taking notes during client meetings.
Originally from Annapolis, MD, Peyton relocated to Mechanicsville following her graduation. In her leisure time, she enjoys spending quality moments with her loved ones and engaging in her lifelong passion for equestrian activities. Peyton loves to travel and embraces every opportunity to immerse herself in new experiences and landscapes. She is excited about the prospect of starting her own vegetable garden soon, as she looks forward to harvesting her own fresh, organic produce.
Having met the necessary educational requirements through Virginia Tech, Peyton plans to pursue her CFP® certification in 2024.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.