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OUR APPROACH

The PEAK Plan is Designed for Your Financial Journey

We are hyper-focused on providing simpler, reliable and effective solutions to protect and secure our clients’ financial future. The PEAKplan is designed to use a combination of investments, annuities and planning to provide clients with a customized, simple written financial plan to guide them through four key areas: income planning, investment planning, tax planning, and end-of-life planning.

A+

Better Business Bureau Rating And Accreditation

30+

Years of experience

WHY WE COME TO WORK EACH DAY

To Serve the Middle Class, Overachiever

Often overlooked, we believe the middle and upper-middle-class client deserves a financial services boutique and team dedicated to their 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 HISTORY

Exceeding Client Expectations

PEAK American Financial was established in 1993 by Matthew McIntyre, CEO as Puritan Financial Group. During the financial crisis in 2008, Matt saw a major need to help clients avoid critical financial mistakes by limiting uncertainty and minimizing downside risks. In an effort to accomplish this goal and offer a hybrid set of solutions that combined annuities and investment solutions Matt founded Puritan Life Insurance Company of America.

Matt and his founding team knew there was a real demand to serve the middle class who are underserved & realize their financial goals by offering simple, reliable, and effective financial tactics and plans. Historically, these types of solutions were reserved for the ultra-wealthy and it became the driving force and mission of the firm to deliver this to the common man and women who worked hard their entire life and deserved the same financial freedom.

Later in 2012, Puritan purchased Sterling Investors to further expand our reach. Over the next few years, Puritan went through a series of changes, spinning off Puritan Life Insurance Company of America, and in 2019, renaming Puritan Financial Group as PEAK American Financial, which better fit the company’s goal of helping people achieve peak performance in their lives and the same financial services the ultra-wealthy have relied for their success.

Today, PEAK currently serves roughly a dozen states with over 40 advisors with a large presence in Texas and California. Our mission is to help our clients achieve PEAK performance in life which we realize is different for each person and family at each stage of life. Our primary focus is on providing fixed annuities, investments, retirement planning, healthcare planning, and end of life planning including trusts and wills.

Our Team is Comprised of Genuinely Gifted
Minds, Passionate Personalities, and Strong Values

Founder & CEO

Matthew McIntyre

Matthew McIntyre is the founder and the Chief Executive Officer of PEAK American Financial Group. As a serial entrepreneur and “hands-on” leader, Matt remains heavily engaged in our business and is always seeking better solutions for our firm and our clients.

Matthew McIntyre is the founder and the Chief Executive Officer of PEAK American Financial Group. As a serial entrepreneur and “hands-on” leader, Matt remains heavily engaged in our business and is always seeking better solutions for our firm and our clients. He is a registered Investment Advisor Representative and has had a tremendously successful career building a network of companies dedicated to helping people with their retirement and financial needs for more than 30 years. He strives for integrity and exceptional customer experiences in everything he does.

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.

President

Lori Dunn

Lori grew up in Arlington, TX. After earning her B.S. in Psychology at Baylor University, Lori obtained an M.S. in Counseling from the University of North Texas. Lori has a deep passion and understanding of people, our motivations, and is laser-focused on the problems many of us face.

After earning her B.S. in Psychology at Baylor University, Lori obtained an M.S. in Counseling from the University of North Texas. Lori has a deep passion and understanding of people, our motivations, and is laser-focused on the problems many of us face. From her early days working in pediatric therapy, Mrs. Dunn found her passion in serving others.
Lori spent 9 years at Children’s Medical Center of Dallas as a Child Life Specialist and Play Therapist, then made the difficult move to focus all her energy on managing her large, thriving family. Lori joined PEAK American years ago, eager to get back to helping others achieve their freedom, this time through smart financial advice. Lori has worn many hats over her long tenure with PEAK, helping build and reshape the firm as the industry has evolved. Her efforts and hard work navigating the company through the pandemic were rewarded as she climbed through the company's ranks, being appointed president in January of 2022.
Lori holds her faith in God and family first, echoing those beliefs throughout her work interactions. She’s a creative and 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. This unique perspective allows Lori to focus on the human side of PEAK, ensuring our team and clients have the best experience possible.
Vice President, Finance

Kristin Riesgo

Kristin spent her early years basking in the vibrant culture of Southern California. In 2000, she relocated to Tucson, Arizona and quickly grew to call it home, treasuring the warm community, tranquil spaces, and breathtaking landscapes.

Kristin spent her early years basking in the vibrant culture of Southern California. In 2000, she relocated to Tucson, Arizona and quickly grew to call it home, treasuring the warm community, tranquil spaces, and breathtaking landscapes.

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.

Chief Markets Strategist

Jared A Levy

Born and raised in Philadelphia and then NYC in his teens, Jared started from humble beginnings, but was driven to do something special in life — finance was a key catalyst that became a focus very early on.

Born and raised in Philadelphia and then NYC in his late teens, Jared started from humble beginnings, but was driven to do something special in life — finance was a key catalyst that became a focus very early on. Starting off as a financial advisor, Jared quickly found one of his gifts and passions as a successful options market maker on four different exchanges where he made a name for himself as one of the youngest members of the Philadelphia Stock Exchange and one of the largest traders in the Nasdaq 100 options’ pit during the dot-com boom & subsequent bust.

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.

Our Values

Do unto others as you would have done to you (Luke 6:31).01

Get it done with integrity.02

Commit to learning and growing.03

Hard-working, strong work ethic.04

Overachievement should be recognized and rewarded.05