Boutique Retirement & Wealth Planning for High Net Worth Families

972.212.9292

Peak American Financial
Peak American Financial

972.212.9292

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FINANCIAL ADVISORS

John Congdon | Senior Wealth Advisor

Luke Schlenker | Senior Financial Advisor

Luke Schlenker | Senior Financial Advisor

Professional man in suit and tie smiling against a gray background.
John Congdon Bio

Luke Schlenker | Senior Financial Advisor

Luke Schlenker | Senior Financial Advisor

Luke Schlenker | Senior Financial Advisor

Professional man wearing glasses, navy suit, and mustard tie smiling.
Luke Schlenker Bio

Austin Garron | Senior Financial Advisor

Luke Schlenker | Senior Financial Advisor

Scott Williams | Senior Financial Advisor

Professional portrait of a man in a blue suit and teal tie.
Austin Garron Bio

Scott Williams | Senior Financial Advisor

Scott Williams | Senior Financial Advisor

Scott Williams | Senior Financial Advisor

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John Gacesa | Senior Financial Advisor

Scott Williams | Senior Financial Advisor

John Gacesa | Senior Financial Advisor

Smiling man in a suit with a patterned tie against a dark background.

Firm Administration

Melanie Lewis | Director of Operations

Leslie Ball | Human Resource  Coordinator

Steven Vanman | IT Support Specialist

Trent McIntyre | Data Analyst

Alex Jeffries | Marketing Operations

Nicole Villasenor | Client Service Specialist

 Jessica Oliver | Client Service Specialist 

Jamie McKibben | Client Service Specialist

Abbey Sanford | Account Executive

 Tara Ryan | Front Office Manager

At Peak American INVESTMENT ADVISORS, 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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