Helping clients build confidence through thoughtful planning and personalized guidance.
Peyton Bodziak is an Associate Advisor with Mainsail Wealth Advisors and a CERTIFIED FINANCIAL PLANNER™ professional. She has met the rigorous education, experience, and ethical standards established by the CFP® Board and successfully completed the CFP® certification examination.
Peyton’s journey with Mainsail began as an intern during the summer of 2022, a role she continued throughout the following academic year while completing her studies at Virginia Tech.
She graduated from Virginia Tech in 2023 with dual Bachelor of Science degrees in Financial Planning & Wealth Management and Marketing Management. During her time at Virginia Tech, Peyton further developed her passion for financial planning while serving as a scribe for a financial planning firm, actively participating in client meeting preparation and documentation.
Peyton works closely with advisors and clients to support the planning process, helping ensure that recommendations, communication, and long-term goals remain aligned throughout the client relationship.
Originally from Annapolis, Maryland, Peyton relocated to Mechanicsville after graduation. Outside the office, she enjoys long walks with her dogs Millie and Jett, tending to her vegetable and flower gardens, traveling, and baking homemade sourdough.
Education & Credentials
- B.S. Financial Planning & Wealth Management – Virginia Tech
- B.S. Marketing Management – Virginia Tech
- CERTIFIED FINANCIAL PLANNER™ Professional
- Series 7
- Series 63
Community Involvement
- Director At-Large – Financial Planning Association of Central Virginia
- Active Member – Richmond Hokies
- Former Treasurer – Eventing at Virginia Tech
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.