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Peak American Financial

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Executive Team

Matthew McIntyre | Founder & CEO

Kristin Riesgo | Vice President, Finance

Matthew McIntyre | Founder & CEO

Matthew McIntyre CEO PEAK American Financial
Matthew Mcintyre Bio

Lori Dunn | President

Kristin Riesgo | Vice President, Finance

Matthew McIntyre | Founder & CEO

Lori Dunn President PEAK American Financial
Lori Dunn Bio

Kristin Riesgo | Vice President, Finance

Kristin Riesgo | Vice President, Finance

Kristin Riesgo | Vice President, Finance

Kristin Riesgo Bio

Leadership Team

Cliff Bassett | Vice President of Business Development

Robert Blair, CFP® | Director of Portfolio Management

Cliff Bassett | Vice President of Business Development

Cliff Bassett Bio

Tracie Jones | Director of Marketing

Robert Blair, CFP® | Director of Portfolio Management

Cliff Bassett | Vice President of Business Development

Tracie Jones Director of Marketing PEAK American Financial
Tracie Jones Bio

Robert Blair, CFP® | Director of Portfolio Management

Robert Blair, CFP® | Director of Portfolio Management

Robert Blair, CFP® | Director of Portfolio Management

Robert Blair Bio

Scott Schwitzer | Director of Wealth Management

Robert Blair, CFP® | Director of Portfolio Management

Scott Schwitzer Bio

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 Our Team is Comprised of Genuinely Gifted Minds and Strong Values

Professional Advisor Team

At Peak American Financial, we honor time-tested traditions and remain committed to the careful stewardship of your wealth. Our guidance reflects a balanced respect for the proven methods of the past while embracing the principles that have long guided sound financial decision-making.


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