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Every Day We Help People Achieve Their Goals


We are a Financial Services Boutique for Overachievers

For over 30 years, we have provided a combination of investment, annuity and planning solutions that are less complex, more effective, and extremely reliable to help people live their lives on their terms, We serve the overachievers in our country and the heroes of the middle and upper middle class, who proudly rolled up their sleeves and worked hard with the mindset that “freedom” in the long-term, is the key determinant of happiness. We generally work with clients who have between $100,000 and $3mm in investable assets.

PEAK is always looking for talented people to join our family to help us create better financial lives for America’s overachievers. Our team believes in mutual respect, fun and constantly striving to leave the world a little better than how we found it. Founded with faith-based values, our culture is kindness, respect and a commitment to learn and always be our best.

PEAK prides itself on its “flat” organizational structure where everyone has a voice, and no one is alone.

If you’re interested in working with PEAK, please contact us, send us a message, your CV, or both… and let’s start a conversation!


Our Team is Comprised of Genuinely
Gifted Minds and Strong Values

We foster a culture of empowerment, collaboration, & humility. There are no egos here, & we strive to allow all team members to be the best version of themselves by not limiting anyone’s potential. If you can dream it, & are willing to put the work in, we will do our best to make it happen. At PEAK, we want to attract talent who wants to leave the world a little better than how we found it.

Lori DunnPresident

PEAK’s culture and family feel constantly uplifts & encourages me, both professionally and personally. I absolutely love my role because it gives me the opportunity to be the first person to welcome and greet our guests. I’m grateful to be able to create those meaningful connections & ensure that everyone is treated with respect and kindness.

Caitlyn WilsonFront Desk Coordinator

The PEAK experience is awesome! I’ve always found an open door and voice when it comes to leadership and my peers. PEAK is not just another employer, they put clients and employees first, and genuinely care that your work-life balance is positive. And good work is graciously rewarded!

Lisa GriffithOperations Lead

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