We’ll Get You There
WHY WE COME TO WORK EACH DAY
To Serve the Middle Class, Over Achiever
We believe the middle and upper-middle class client deserves a financial services boutique and team who’s dedicated to your unique needs. Using our proprietary methods, technology and understanding of YOUR needs, we can help you move through life with more confidence, more freedom, and the peace of mind you deserve. Our mission is to serve the overachievers in our country who proudly rolled up their sleeves and worked hard every day to raise their families with the mindset that “freedom” in the long-term, is the key determinant of happiness. Below are some of the everyday people we consider the overachievers in our country, who we go to work for year in and year out.
Our Team is Comprised of Genuinely Gifted
Minds and Strong Values
Growing up, Matt worked alongside his father at his State Farm office and developed a passion for methods that empower the masses to gain financial freedom through smart retirement planning that includes both insurance and investment solutions. Matt believes strongly in his faith and has made it his mission to spread that devotion and those core beliefs throughout the PEAK family and the people we serve.
Before raising three wonderful children, Lori spent 9 years at Children’s Medical Center of Dallas as a Child Life Specialist and Play Therapist. Over her long tenure with PEAK, Lori has worn many hats at PEAK, helping build and reshape our firm as the industry as evolved.
Lori holds her faith in God and family first and those beliefs also echo throughout her work interactions. She’s a creative and an avid traveler who loves to foster our family culture here and help others see our desire to help others and to make a difference in the lives of our clients. Most importantly, Lori loves the people!
Changes in the marketplace and the tragic events of September 11th changed the course of his life. Levy sought to shift from trading in the pits to providing smart, comprehensive investment strategies and education for both professionals and main street alike (with a focus on the latter). Over the last 26 years, Jared has worked for some of the top firms and media outlets globally, managing money and risk, while at the same time building a brand around his unique investing, educational, and marketing ideas. Jared became nationally recognized for his ability to distill and convey complex topics into compelling, easy to understand, and actional concepts for the masses. In the media, Jared was one of the original cast members of Fast Money on CNBC and has been featured on nearly every major financial news network. He has written two best-selling investment books and can now be seen on Fox News and Fox Business regularly, offering his outlooks and analysis on the economy and capital markets.
When he’s not in the office, he enjoys time with his son, restoring and flying airplanes, enjoy the arts, developing real estate and practicing Brazilian Jiu-Jitsu. He supports and actively participates in causes that help improve his neighborhood and the world around him. By joining PEAK, he has found a home where he can put his experience and ideas to work with a team dedicated to helping America’s overachieving, but often overlooked population segments.
She began her professional journey in 2006 in the banking industry, right on the precipice of the Great Recession. Experiencing the financial turmoil first-hand had instilled a deep appreciation for finance, its impacts (especailly at the personal level), and its integral role in navigating life's challenges. In 2016, she transitioned into financial planning, a realm Kristin passionately embraced. Guiding clients and companies to achieve their financial goals, she firmly believes in growth and constant learning, both personally and professionally. Kristin is an avid adventurer, who eagerly searches for new and unusual experiences. From beekeeping and glass blowing to goat yoga and paintball, she loves to push the envelope of what's considered a typical hobby, continually fueling her zest for life and curiosity.
As part of the PEAK American team, Kristin has found a professional environment that aligns with her personal values. PEAK’s tight-knit culture, from our CEO to the schedulers, is a testament to integrity, fostering a community where everyone's success is celebrated. At PEAK American, clients aren't just clients – they're treated like family, and their success becomes the team's success.