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A GOOD WINGMAN ALWAYS HAS YOUR BACK.

NEED A FINANCIAL WINGMAN? HOW ABOUT THREE.

STRIKE A BALANCE BETWEEN LIVING FOR TODAY & LONG-TERM INDEPENDENCE.

ENJOY YOUR FINANCES AGAIN.

Why Us?

You want to be important. You want unbiased advice in a comfortable setting. You want to live the best life possible with the resources you have.

 

About Us

We are not your traditional investment management firm.  We are Certified Public Accountants and Certified Financial Planners that love our work so much; we have been doing it for over twenty years.  We work with a limited number of individuals and families so we can build a genuine relationship with you.  Our goal is to bring organization and clarity to your financial life.  We listen, educate and pay attention to your finances.  You can relax knowing we have your back.

 

Our Philosophy

Life is short and it is all about the balance between instant gratification and long-term independence.  We don’t want you to outlive your money.  We don’t want you eating cat food in your golden years.  And we want you to sleep well at night, no matter what the market is doing.

 

Our Process

Our process is a simple, transparent and collaborative effort.  You can tell us what you have, where you want to go and we will help you get there.  We want to listen more than we talk.  Planning your financial future does not have to be boring.

Our Services

Because of our commitment to providing the highest level of service, we limit our practice to a small number of individuals and families.

We are currently accepting new clients with a minimum of $1,000,000 in investable assets.

 

Investment Management

Since 1997, we have been dedicated to providing objective investment advice.
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Plan for the Future

Understanding where you are and where you want to be is critical to what we do.
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Manage Major Life Changes

We specialize in working with individuals going through intense life changes such as a divorce or loss of a family member.
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Minimize Taxes

We offer tax preparation and planning to our investment management clients.
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Get Organized

We partner with Wealth Access, an online account aggregation tool, to give you a real-time snapshot of your total net worth.
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Attention to Detail & Communication

Remember the buddy system as a kid? Think of us like that for your financial life.
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Our Team

Get to know us. We would love the opportunity to work with you.

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Brian T. Sells CPA, CFP®

Managing Partner
Chief Investment Officer

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Brian T. Sells CPA, CFP®

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.

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Debbie J. Freeman CPA, CFP®, CDFA®

Partner
Director of Financial Planning

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Debbie J. Freeman CPA, CFP®, CDFA®

I started with Peak Financial Advisors in 2005 and became a partner in 2017.  I thrive on the relationship aspect of my career.  It is very rewarding to get to know you and see all that you can accomplish.

Prior to joining Peak, I worked with Deloitte Tax, LLP as a staff accountant.  I am a Certified Financial Planner®, Certified Public Accountant and a Certified Divorce Financial Analyst®.  Before moving to Denver, I received my Masters of Accountancy degree and my B.S.B.A. in Accounting from the University of Montana in Missoula.  

I manage all of your financial planning projects as well as being your in-house CPA, if you do not already have one.  In addition, I assist Brian with your portfolio construction and I am responsible for the due diligence on all outside investment managers.  I am passionate about educating and helping clients navigate divorce.  I find the most fulfillment in my career when I get to educate and empower people after a major life transition.

Outside of the office, you can find me being active with my two young daughters, enjoying the Colorado outdoors & volunteering my time to projects that align with my passions. I love to stay active, eat & practice yoga!

Bio
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Lorrie E. Haverley

Director of Client Service
Chief Compliance Officer

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Lorrie E. Haverley

I joined Peak Financial Advisors in 1999 and quickly became an integral part of the team.  As the Director of Client Service, I am responsible for ensuring you have an exceptional experience.  I work extensively with you, as a new client, through the setup process.  I also work closely with existing clients in meeting any of your unique needs.

I am the firm’s Chief Compliance Officer.  I oversee and ensure we comply with regulatory requirements put forth by the Securities and Exchange Commission.

In addition to the client service and compliance duties, I am also responsible for the ‘behind the scenes’ activities crucial to maintaining our high level of service.  I work directly with TD Ameritrade on your specific requests and I keep the office running efficiently and smoothly.

Prior to joining Peak Financial Advisors, I worked for Sony Electronics as an Executive Support Goddess.

Outside of work, I love spending time with my husband and our daughter Kaitlyn.

Bio

Resources

We've got the resources to keep you informed.

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Account View

 

 

Orion Portal

 

Contact Us

Reach out! We look forward to hearing from you.

Phone: 303-316-2799
Fax: 303-316-7726
Toll Free: 888-316-2799

Email: lorrie@peakfinancial.net

155 South Madison Street, Suite 210, Denver, CO 80209

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