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Human Resources and Accounting Coordinator

Melanie Lewis

Melanie has made an impact since joining PEAK. She loves overseeing Front Office and Licensing Operations as it keeps her on her toes and engaged with all of our staff. Melanie enjoys mingling with our esteemed clients and agents alike, and is always smiling!

Melanie has made an impact since joining PEAK. She loves overseeing Front Office and Licensing Operations as it keeps her on her toes and engaged with all of our staff. Melanie enjoys mingling with our esteemed clients and agents alike, and is always smiling!
Client Relations Manager

Chelsea Drake

Chelsea Drake is fairly new to Texas, after taking the trek from Baltimore, Maryland. With more than 2 years experience at PEAK American, shes moved up quickly. Starting as a scheduler, she was promoted to team lead and then Scheduling Supervisor within my first year.

Chelsea Drake is fairly new to Texas, after taking the trek from Baltimore, Maryland, she’s settled well into the much warmer south. After joining PEAK in 2020, shes moved up quickly and become a key part of our team. Starting as a scheduler, she was promoted to team lead and then Scheduling Supervisor within her first year. While doing all that, Chelsea still managed to obtain her life and health licenses as well in order to best serve the clients she engages with.

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.

Scheduling Lead

Brianna Fox

Brianna grew up in West Palm Beach, Florida, enjoying the coastal lifestyle and was always doing something outdoors or at the beach in the sunshine.

Brianna grew up in West Palm Beach, Florida, enjoying the coastal lifestyle and was always doing something outdoors or at the beach in the sunshine.

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.

Scheduling

Kiara Andrade

Kiara grew up in Los Angeles, California. She will tell you she’s a big city girl, who also enjoys being by the beach and hiking to see the best views. Kiara moved to Dallas in 2020, and has grown to love the metroplex’s unique dynamic, which is much different from her childhood.

Kiara grew up in Los Angeles, California. She will tell you she’s a big city girl, who also enjoys being by the beach and hiking to see the best views. Kiara moved to Dallas in 2020, and has grown to love the metroplex’s unique dynamic, which is much different from her childhood.

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!

Client Relations Coordinator

Trinity Ford

Bio Coming Soon!

Bio Coming Soon!
Investment Advisor Representative

John Gacesa

John Gacesa has been with PEAK American since June of 2016. John grew up outside Harrisburg PA, in a small town that most people know as the chocolate capital of the world, Hershey, Pennsylvania.

John Gacesa has been with PEAK American since June of 2016. John grew up outside Harrisburg PA, in a small town that most people know as the chocolate capital of the world, Hershey, Pennsylvania. John, his wife, and 2 children currently reside in the small college town of Kutztown, where they met majoring in music. John has worked in a few different environments all related to customer service and hospitality. He is now utilizing that experience to work with clients in Pennsylvania and New Jersey.

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!

Investment Advisor Representative

Matt Hepburn

Matt Hepburn is a dedicated and passionate financial advisor based in the city of Philadelphia. With a deep commitment to his clients' financial well-being, Matt has established himself as a trusted advisor in the local community. His extensive knowledge of financial markets, combined with his caring nature, allows him to guide individuals and families towards achieving their financial goals.

Matt Hepburn is a dedicated and passionate financial advisor with a deep commitment to his clients' financial well-being, Matt has established himself as a trusted advisor in the local community. His extensive knowledge of financial markets, combined with his caring nature, allows him to guide individuals and families towards achieving their financial goals.

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.

Lead Business Analyst

Daria Mercer

Daria was born and raised in Slovakia. After living in England for 5 years, she finally made her move to the U.S. in 2004. Daria has been with PEAK American since January 2020, but has quickly become a critical part of our operations team. She has over 20 years of experience in operations and 11 in New Business Processing. Daria loves ensuring our clients’ vital information and data are both handled with care, while ensuring high quality processing of new and existing clients into the PEAK ecosystem.

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.

Daria was born and raised in Slovakia. After living in England for 5 years, she finally made her move to the U.S. in 2004. Daria has been with PEAK American since January 2020, but has quickly become a critical part of our operations team. She has over 20 years of experience in operations and 11 in New Business Processing. Daria loves ensuring our clients’ vital information and data are both handled with care, while ensuring high quality processing of new and existing clients into the PEAK ecosystem.

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.

Investment Advisor Representative

Scott Williams

With decades of experience, Scott Williams joined PEAK American in 2008 just as the Great Recession was unfolding and has since been promoted as to a senior advisor for our PEAKeast team.

With decades of experience, Scott Williams joined PEAK American in 2008 just as the Great Recession was unfolding and has since been promoted as to a senior advisor for our PEAKeast team.

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.

Investment Advisor Representative

John Congdon

Oringally from the state of Michigan, John’s financial planning story started at a young age. When his grandparents passed, he saw firsthand the imporance of being financially prepared. JOhn has dedicated his life to financial education and coaching, and takes great pride in helping client achieve PEAK performance using simple, but effective techniques.

Oringally from the state of Michigan, John’s financial planning story started at a young age. When his grandparents passed, he saw first hand the imporance of being financially prepared. JOhn has dedicated his life to financial education and coaching, and takes great pride in helping client achieve PEAK performance using simple, but effective techniques.

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.

Vice President of Business Development

Cliff Bassett

As a native Texan, Cliff knows the value of hard work and sacrifice,and not only proudly serves the Lone Star state, but the entire U.S. as our national lead for training and technology. Cliff has extensive experience in finance and insurance, but also spent quite a bit of time in the tech industry, giving him an advantage in our fast-changing digital world.

As a native Texan, Cliff knows the value of hard work and sacrifice,and not only proudly serves the Lone Star state, but the entire U.S. as our national lead for training. He’s also a key part of our technology team and knows his way around the digital world. Cliff has extensive experience in finance and insurance, but also spent quite a bit of time in the tech industry, giving him an advantage in our fast-changing digital world. His leadership and deep knowledge of product and people, has been key to PEAK American Financial’ success and he works tirelessly to provide world class service to the PEAK family, along with his team of professionals.

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.

Business Analyst

Jessica Logan

After growing up in Plano, TX, Jessica earned her B.S. in Human Nutrition and Dietetics from the University of Arkansas. Following over 5 years of patient care in hospitals and clinics, she made the leap to pursuing a career in Retirement Planning at PEAK American Financial, where she has flourished.

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.

After growing up in Plano, TX, Jessica earned her B.S. in Human Nutrition and Dietetics from the University of Arkansas. Following over 5 years of patient care in hospitals and clinics, she made the leap to pursuing a career in Retirement Planning at PEAK American Financial, where she has flourished.

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.

Human Resources Manager

Kae Cee Grimsley

Kae Cee was born and raised in Odessa, Tx., and relocated to Dallas in 2020. Most of her professional career was focused in the Oil and Gas sector, encompassing a diverse array of responsibilities ranging from procurement and inventory management to billing and accounting operations. She truly has a vast wealth of knowledge and isn’t afraid to get her hands dirty and help get the job done…no matter the task. She wears several hats at PEAK American, but serves mainly as our human resources lead.

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.

Kae Cee was born and raised in Odessa, Tx., and relocated to Dallas in 2020. Most of her professional career was focused in the Oil and Gas sector, encompassing a diverse array of responsibilities ranging from procurement and inventory management to billing and accounting operations. She truly has a vast wealth of knowledge and isn’t afraid to get her hands dirty and help get the job done…no matter the task. She wears several hats at PEAK American, but serves mainly as our human resources lead.

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.

Investment Advisor Representative

Braiden Simpson

Born and raised in McKinney, TX, Braiden attended Baylor University after spending a year working with multiple non-profits abroad. Braiden entered into the Insurance world in 2019 as an account manager for a property and casualty firm. In 2020 he became a fully licensed life insurance agent, working in the industry for several years before becoming an investment advisor representative and joining the Peak American Team.

Born and raised in McKinney, TX, Braiden attended Baylor University after spending a year working with multiple non-profits abroad. Braiden entered into the Insurance world in 2019 as an account manager for a property and casualty firm. In 2020 he became a fully licensed life insurance agent, working in the industry for several years before becoming an investment advisor representative and joining the Peak American Team.

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.

Client Relations Coordinator

Faith Dauphin

Faith grew up in a small town in Panama City, Florida. Since the town was so small, the only thing to do there was go to the beach, go to Walmart or walk around Pier Park which is where everyone would shop or ride the Ferris wheel. Faith was a preschool teacher, where she realized she loved to motivate, inspire and spread joy. She came to PEAK to help serve others in a different way and loves that leap of “faith” that she took! Helping others win financial freedom is something she’s now extremely passionate about and sees herself getting a degree to move up with the company.

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.

Faith grew up in a small town in Panama City, Florida. Since the town was so small, the only thing to do there was go to the beach, go to Walmart or walk around Pier Park which is where everyone would shop or ride the Ferris wheel. Faith was a preschool teacher, where she realized she loved to motivate, inspire and spread joy. She came to PEAK to help serve others in a different way and loves that leap of “faith” that she took! Helping others win financial freedom is something she’s now extremely passionate about and sees herself getting a degree to move up with the company.

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.

Senior Wealth Advisor

Joseph Nappi

Joseph spent 16 years in Singapore and Hong Kong, gaining unique financial insights before starting a career on Wall Street as a Risk Manager at Citigroup, handling large hedge funds. He later joined Merrill Lynch in Texas as a Portfolio Manager, overseeing $2 billion in assets. Despite the allure of working for big firms, he was drawn to PEAK American's personalized client-first approach. Joseph now uses his expertise and PEAK's tools to positively impact clients daily.

As a Senior Wealth Advisor, Joseph Nappi brings a unique global perspective and adaptable mindset to his role. Growing up in Singapore and Hong Kong for 16 years, he developed a deep understanding of diverse financial landscapes from a perspective that most domestic advisors simply don’t experience. His early passion for finance led him to Wall Street, where he managed some of the world's largest and most complex hedge funds as a Risk Manager at Citigroup. Though his market and risk skills were honed to a fine edge, he yearned for deeper connections with people. Mr. Nappi transitioned to Wealth Management, moving to Texas to serve as a Portfolio Manager at Merrill Lynch, where he oversaw $2 billion in assets.

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.

- Meet Our Retirement Specialists”

Our Team is Comprised of Genuinely Gifted Minds and Strong Values

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Vice President of Business Development

Cliff Bassett

As a native Texan, Cliff knows the value of hard work and sacrifice,and not only proudly serves the Lone Star state, but the entire U.S. as our national lead for training. He’s also a key part of our technology team and knows his way around the digital world.View More
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Director of Wealth Management, Co-CIO

Phil DeSantis, CFA

Mr. DeSantis has spent more than 25 years in the asset management and wealth management industry, leading client portfolio management, portfolio strategy, and investment product management. Senior executive working for some of the largest wealth firms in the world. He's a published thought leader & financial author, having gained features in the WSJ, Pension & Investments, Wealth Management Journals, and many more. Phil's high attention to detail and market acumen help ensure our clients are positioned best to meet their goals while also in line with market sentiment.View More
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Human Resources and Accounting Coordinator

Melanie Lewis

Melanie has made an impact since joining PEAK. She loves overseeing Front Office and Licensing Operations as it keeps her on her toes and engaged with all of our staff. Melanie enjoys mingling with our esteemed clients and agents alike.View More
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Lead Business Analyst

Daria Mercer

Daria was born and raised in Slovakia. After living in England for 5 years, she finally made her move to the U.S. in 2004. Daria has been with PEAK American since January 2020, but has quickly become a critical part of our operations team. She has over 20 years of experience in operations and 11 in New Business Processing. Daria loves ensuring our clients’ vital information and data are both handled with care, while ensuring high quality processing of new and existing clients into the PEAK ecosystem.View More
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Business Analyst

Jessica Logan

After growing up in Plano, TX, Jessica earned her B.S. in Human Nutrition and Dietetics from the University of Arkansas. Following over 5 years of patient care in hospitals and clinics, she made the leap to pursuing a career in Retirement Planning at PEAK American Financial, where she has flourished. 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.View More
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Client Relations Manager

Marlene Ford

Bio coming soon!View More
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Recruiter and HR Coordinator

Leslie Ball

Bio coming soon!View More
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Client Relations Coordinator

Faith Dauphin

Faith grew up in a small town in Panama City, Florida. Since the town was so small, the only thing to do there was go to the beach, go to Walmart or walk around Pier Park which is where everyone would shop or ride the Ferris wheel. Faith was a preschool teacher, where she realized she loved to motivate, inspire and spread joy. She came to PEAK to help serve others in a different way and loves that leap of “faith” that she took! Helping others win financial freedom is something she’s now extremely passionate about and sees herself getting a degree to move up with the company.View More
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Client Relations Coordinator

Trinity Ford

Bio coming soon!View More
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Client Relations Coordinator

Lisa Griffith

Bio coming soon!View More
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Investment Advisor Representative

Scott Williams

With decades of experience, Scott Williams joined PEAK American in 2008 just as the Great Recession was unfolding and has since been promoted as to a senior advisor for our PEAKeast team.View More
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Investment Advisor Representative

John Congdon

Originally from the state of Michigan, John’s financial planning story started at a young age. When his grandparents passed, he saw firsthand the importance of being financially prepared.View More
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Investment Advisor Representative

Joseph Nappi

Joseph spent 16 years in Singapore and Hong Kong, gaining unique financial insights before starting a career on Wall Street as a Risk Manager at Citigroup, handling large hedge funds. He later joined Merrill Lynch in Texas as a Portfolio Manager, overseeing $2 billion in assets. Despite the allure of working for big firms, he was drawn to PEAK American's personalized client-first approach. Joseph now uses his expertise and PEAK's tools to positively impact clients daily.View More
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Investment Advisor Representative

John Gacesca

John Gacesa has been with PEAK American since June of 2016. John grew up outside Harrisburg PA, in a small town that most people know as the chocolate capital of the world, Hershey, PennsylvaniaView More
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Investment Advisor Representative

Braiden Simpson

Born and raised in McKinney, TX, Braiden attended Baylor University after spending a year working with multiple non-profits abroad. Braiden entered into the Insurance world in 2019 as an account manager for a property and casualty firm. In 2020 he became a fully licensed life insurance agent, working in the industry for several years before becoming an investment advisor representative and joining the Peak American Team.View More
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Investment Advisor Representative

Joshua Gross

Josh grew up in Sachse, TX, and still lives within 15 minutes of his childhood home. After college, Josh joined Fidelity Investments as a licensed representative but felt he wasn’t making the impact he wanted. He left Fidelity to teach personal finance and coach high school football and basketball, for 10 years. Over time, Josh realized his calling was to help Americans steward their finances wisely toward their goals. Outside the office, Josh enjoys spending time with his wife and young son, Jack, and staying active through sports. He was drawn to PEAK by their commitment to client care and team-based approach, as well as their alignment with his Christian faith.View More