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Brian T. Sells, CFP®, CPA – President & Chief Investment Officer
Mr. Sells founded Peak Financial in 1997 after gaining valuable experience working as a senior advisor at the family office of Sterling Limited and Sterling Asset Management Co. During his tenure in the Denver office of Arthur Andersen & Co., he completed the Arthur Anderson Investment Advisory Services Masters Program. Brian has over 19 years of experience in the financial services industry. He has been a Certified Public Accountant for 15 years and a Certified Financial Planner for more than 12.
Brian’s financial knowledge and experience is the backbone of Peak Financial. He has extensive experience in investment planning and management, income tax, estate planning, and retirement planning. Brian graduated from the University of Denver in 1989 with a B.S.B.A. in Accounting.
You may e-mail Brian at BTS@peakfinancial.net
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Lorrie E. Haverley, Director of Client Service & Compliance
Lorrie has been the Director of Client Services for Peak Financial since May 1999. Acting as a liaison between Peak Financial and your custodian, Lorrie is responsible for the maintenance of client accounts, preparing documents to establish new accounts, and initiating asset transfers. She also performs many of the “behind-the scenes” activities crucial to maintaining Peak Financial Advisor’s high level of client service, including compliance with the Securities and Exchange Commission.
Prior to joining the team at Peak Financial, Lorrie worked for six years at Sony Recording Media at their Boulder facility as office manager, and two years for Sony’s Consumer Sales Department at their Denver office.
You may e-mail Lorrie at Lorrie@peakfinancial.net
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Debbie J. Freeman, CFP®, CPA – Tax & Financial Advisor
Debbie joined the Peak Financial family in December 2005. She is an integral part of our tax and financial planning practice. She provides comprehensive income tax compliance and consulting, fund portfolio management, and assists with investment selection and monitoring. Debbie also provides a variety of financial planning services.
Prior to joining Peak Financial, Debbie worked with Deloitte Tax, LLP as a staff accountant. She also has experience in the banking and propane industries. Debbie is a Certified Financial Planner™ and Certified Public Accountant. She received her Masters of Accountancy Degree from the University of Montana.
Debbie can be reached at debbie@peakfinancial.net.
Individuals who meet rigorous certification requirements are certified by the CFP® Board to use its certification trademarks CFP®, and CERTIFIED FINANCIAL PLANNER™.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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©2010 Peak Financial Advisors, LLC. All rights reserved. |
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