Our Team

Share this content with:

Brian T. Sells, CPA, CFP®

President, Chief Investment Officer

Phone: 303-316-2799

Fax: 303-316-7726

Toll Free: 888-316-2799

E-mail: bts@peakfinancial.net

Brian is the founder of Peak Financial Advisors, LLC. His vast financial knowledge & experience is the backbone of the firm. He started Peak Financial in 1997 after moving back to Denver from Cleveland, Ohio. While in Cleveland, Brian gained invaluable experience working as a senior advisor at the family office of Sterling Limited & Sterling Asset Management Co. During this time, Brian prepared financial statements, created multiple year cash flow projections, designed asset allocations & performed the firm's due diligence on mutual fund managers.

Prior to working with Sterling Limited & Sterling Asset Management Co., Brian was an accountant in the Denver office of Arthur Andersen & Co. During his tenure, he gained experience in tax preparation, strategic tax planning & investment management. In addition, he completed the Arthur Anderson Investment Advisory Services Masters Program.

Brian has over 20 years of experience in the financial services industry. He has been a Certified Public Accountant for 16 years and a Certified Financial Planner for 13. Brian graduated from the University of Denver in 1989 with a B.S.B.A. in Accounting.

In his spare time, Brian enjoys working on his golf game and traveling with his family.

Lorrie E. Haverley

Director of Client Service & Compliance

Phone: 303-316-2799

Fax: 303-316-7726

Toll Free: 888-316-2799

E-mail: lorrie@peakfinancial.net

Lorrie has been an integral part of Peak Financial Advisors since 1999. As the Director of Client Services, she is responsible for ensuring our clients have an exceptional experience. Lorrie works directly with our new clients, assisting them with the setup process. She also works closely with existing clients in meeting their unique needs.

In addition to her client centric responsibilities, Lorrie also performs many of the “behind the scenes” activities crucial to maintaining our high level of client service, including compliance with government regulations. Lorrie is usually the first voice you will hear on the phone & the first smiling face you will encounter when you visit our office.

Outside of the office, Lorrie enjoys spending time with her husband & her high school daughter. You may see Lorrie cruising on her Harley Davidson during the summer months.

Debbie J. Freeman, CPA, CFP®

Director of Tax & Personal Finance

Phone: 303-316-2799

Fax: 303-316-7726

Toll Free: 888-316-2799

E-mail: debbie@peakfinancial.net

Debbie has been a part of the Peak Financial family since 2005. As the Director of Tax & Personal Finance, Debbie manages our tax & financial planning projects. She provides comprehensive income tax preparation & planning, as well as the full scope of financial planning services. Debbie also assists with portfolio management & investment selection.

Prior to joining Peak Financial Advisors, Debbie worked with Deloitte Tax, LLP as a staff accountant. She also has experience in the banking & propane industries.

Debbie is a Certified Financial Planner® and a Certified Public Accountant. She received both her Masters of Accountancy degree & her B.S.B.A in Accounting from the University of Montana in Missoula.

In her free time, Debbie enjoys the Colorado outdoors with her husband & young daughter.