- 2800 Dallas Pkwy Suite 360, Plano, TX 75093
- 800-230-8415
- [email protected]
Her background is primarily in customer service/relations and like the rest of our team, loves her customers! One of the greatest things she enjoys about our company is our pride in keeping and executing on our core values. “Get it done with Integrity” is her favorite! No matter what may be going on, her first priority is the client and helping solve problems they may be facing, and she is excited for more growth and success with PEAK! Chelsea has been married for 1 year and looks forward to starting a family of her own in the Lone Star State.
Over the years, Mrs. Fox has worked for pharmaceutical companies, law firms, insurance agencies, and now helps bring peace of mind to our clients at PEAK American by scheduling appointments with our fantastic advisors. These appointments are crucial as it’s a great opportunity to meet with our advisors and ensure that all of your needs are being met. She truly love helping others learn and be more in tune with taking care of their health.
Outside of work, Brianna is also very passionate about animals, and lives a very active lifestyle. If she’s not at the gym then she might be on an adventure hike with her dogs. She’s also a self-taught artist, creating artwork for others and custom designs on shoes/clothes.
When it comes to PEAK, she truly appreciates working for a company that supports its people inside of the office and the outside. She loves how all our team receives support not only in their job role but if for personal experiences such as birthdays, anniversaries, and engagements. It’s rare than an entire company gets together to support those milestones.
She’s currently in college to improve her skillset, but used to create magic at Disneyland before coming to Texas. Kiara loves learning new things especially when it comes to helping others. She loves to travel, experience new things, and learn about other cultures and the world’s diversity.
Although she’s still young, she’s extremely proud of her accomplishments such as cooking and nail design (two of her favorite hobbies). She also has two Australian shepherds who she absolutely adores.
Kiara will tell you that PEAK American is full of amazing people that show grace, kindness and always demonstrate what it feels like to work for a company that feels like family. Being in the scheduling department means she gets to help answer a lot of questions clients have and set appointments in order to best serve them on their time. She loves working alongside some of the best staff and is proud to be part of the family!
With over 10 years of experience in customer service and hospitality management and an impressive transition into the finance world, John has become a trusted advisor for clients seeking expert guidance in retirement planning. After successfully managing and leading teams in the highly demanding and fastpaced hospitality industry, John decided to pursue a new career path that aligned with his passion for finance which helps individuals secure their financial futures. John made a seamless transition to the financial sector, leveraging his exceptional leadership skills, strong analytical mindset, and commitment to customer service. For the past 8 years, John has honed his expertise in retirement planning, providing comprehensive financial solutions tailored to the unique needs and goals of his clients.
Through a meticulous approach, John works closely with individuals and families to develop personalized strategies that optimize wealth preservation, tax efficiency, and legacy planning. John's ability to communicate complex financial concepts in a clear and concise manner has earned him a reputation for being an effective and trusted advisor. John has a genuine passion for empowering his clients to make well-informed decisions about their estates and retirements, ensuring peace of mind and financial security for the future. Outside of his professional career, John enjoys going back to his Alma Mater of Kutztown University to support the music program that he and his wife were a part of, specifically KUMU (Kutztown University Marching Unit). John also plays inline hockey and was a part of his church softball league. The biggest thing he enjoys most now is spending time with his wife, son and daughter doing just about whatever they want!
Born and raised in Philadelphia, Matt developed a strong work ethic and a genuine desire to help others from an early age. After completing his education at James Madison University, he embarked on a career in the financial industry, driven by his love for numbers and the opportunity to make a positive impact on people's lives. He believes in the power of genuine connections and surrounds himself with like-minded individuals who share his passion for personal growth, laughter, and creating lasting memories.
Matt’s genuine love for his profession shines through in his daily interactions with clients. In his role as a financial advisor, Matt strives to simplify the intricacies of investing, retirement planning, and wealth management. He believes that financial education is a key component of achieving financial freedom and works diligently to ensure his clients are well-informed and confident in their financial decisions.
Matt exemplifies the qualities of a dedicated financial advisor who combines expertise, compassion, and a genuine desire to make a difference in the lives of his clients.
Her favorite aspects about PEAK American are the loyalty and true decency of all the employees, along with the willingness to share their knowledge openly in order to improve the team as a whole. Daria is a proud mom of twin girls and a little Lhasa Apso pooch. In her spare time, Daria enjoys crafting, beading & wire work, and spending time with family and close friends.
Over the years, Scott has helped thousands of families navigate some of the toughest economic times and fast-changing shift in how we live, save, and invest. Over the years he’s developed an even deeper passion and proprietary methodology for empowering clients across the nation to plan their financial future and, more importantly, succeed in their ambitions. Unwavering in his commitment to customer care, Scott is always willing to go the extra mile to provide the kind of exceptional service that’s hard to find in this day in age.
As one of the brightest, yet humble minds in the industry, Scott knows how to solve even the most complex financial enigmas using simple, easy to understand solutions. He also strives to ensure a comfortable, yet thorough approach so his clients feel engaged and at ease knowing that he’s constructing a sound plan, no matter what outcome is needed. His client-first approach aligns with the PEAK belief that we should treat others exactly how we would want to be treated. Scott’s immense industry experience carefully constructed plans and exceptional customer service are just a few reasons why Scott is a top advisor in the DFW area.
Scott specializes in retirement income strategies, comprehensive investment planning, tax-efficient portfolio construction, healthcare plan design, and hybrid insurance solutions.
John has been with PEAK American for nearly 8 years and has traveled the nation working with clients of all types. He believes in client-focused problem solving, which is grounded in respect for the individual and their unique situation. His high-engagement approach helps the client to understand their unmet needs and concerns. John strives to explore options and think creatively about the best solutions, providing an experience in which clients feel valued and secure. John is recently married and hopes to expand his family here in Dallas.
Cliff is a dedicated advisor leader and a true PEAK asset. Despite his heavy travel and busy schedule, he’s always available to our staff and clients, even when it means travelling across the country to ensure someone’s needs are personally taken care of.
Multiple roles in the company have led her to her role as a New Business Processor where she enjoys supporting the advisors as they help clients succeed in retirement. In her free time, she enjoys traveling as much as possible and spending time outdoors.
She’s currently pursuing a master’s degree in accounting to advance her expertise within the field. When KC isn’t engrossed in her studies, you can usually find her outdoors doing anything active. Among these activities, hiking holds a special place in her heart. Kae Cee has aspirations to eventually explore and hike in each of the majestic National Parks scattered across the United States.
Mr. Simpson authentically enjoys hearing people's life stories, hardships, and goals. For him, helping make those goals a reality is his life’s purpose. He prides himself on his small, close-knit family, enjoys tasty Texas cuisine, visiting national parks, playing poker, and the outdoors.
According to Braiden, Peak American has been his favorite place to work because he never feels alone and is constantly learning from leadership.
Ms. Dauphin loves spending time with family and friends. She will tell you that she never stops moving and is always growing as a person. Friends and family make her life more upbeat, and they give her something to look forward to at the end of the day.
After work, she coaches and plays volleyball all year round, a favorite sport since she was 12. When she is not playing volleyball, her other hobby is reading. Her love for reading was sparked in 2021 when she put her phone down and read something by Colleen Hoover.
Faith says that working at Peak was the best decision I have ever made. The people in the company genuinely make her want to come to work and she is happy the second she walks through the door. “There are so many things I could say about Peak, but I want to recognize how well our staff is. They care about clients, and they care about you. I have worked in places that are run by big corporate offices and they didn't take the time to get to know you. Everyone makes you feel welcome and that you belong here, and we really are a family.
And while mega firms offered exceptional experience and training, the impersonal nature of large financial institutions was not fulfilling. Joseph was drawn to PEAK American's commitment to personalized, trust-based client relationships and highly collaborative team environment. Through goals-based planning, and a dedication to exceptional service, Joseph loves using his financial expertise and PEAK’s unique tools, to make a meaningful impact in his clients' lives every day.