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.  John has dedicated his life to financial education and coaching and takes great pride in helping clients achieve PEAK performance using simple, but effective techniques.

John has been with PEAK American since 2016 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 married and looks forward to expanding his family in Dallas.