I founded Peak Financial Advisors in 1997 after moving back to Denver from Cleveland, Ohio. Hands down, this was the best career decision I have ever made. Getting to love what I do for a living is a rare gift. Watching my client’s succeed and the business evolve has been incredibly rewarding.
Before starting Peak, I worked as a senior advisor for Sterling Limited & Sterling Asset Management in Cleveland, Ohio. I was also an accountant in the Denver office of Arthur Andersen & Co. for six years. Both gave me invaluable experience in investment management, financial planning and tax consulting. I am a Certified Public Accountant and a Certified Financial Planner®. I graduated from the University of Denver in 1989 with a B.S.B.A. in Accounting.
Today with over 30 years of experience, I manage all of the investment portfolios at Peak Financial. I am responsible for researching investments, buy/sell decisions, trading and oversight of all portfolios.
Outside of the office, I enjoy golf, travel, yoga and Cleveland sports. As the owner of Peak Financial Advisors, I welcome you to the family.