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  • Home
  • whyPEAK
  • Leadership Team
  • Financial Advisors
  • Solutions
    • Wealth Management
    • Retirement Tax Strategy
    • Estate Considerations
    • Insurance Coordination
  • Insights
  • Retirement Planning Guide
  • Contact

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leadership team

Lori Dunn | President

Robert Blair, CFP® | Director of Portfolio Management

Scott Schwitzer | Director of Wealth Management

Lori Dunn bio

Scott Schwitzer | Director of Wealth Management

Robert Blair, CFP® | Director of Portfolio Management

Scott Schwitzer | Director of Wealth Management

Scott Schwitzer 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

Matthew McIntyre | CEO & Founder

Tracie Jones | Director of Client Experience & Engagement

Robert Blair, CFP® | Director of Portfolio Management

Matthew McIntyre Bio

Kristin Riesgo | VP of Finance

Tracie Jones | Director of Client Experience & Engagement

Tracie Jones | Director of Client Experience & Engagement

Kristin Riesgo Bio

Tracie Jones | Director of Client Experience & Engagement

Tracie Jones | Director of Client Experience & Engagement

Tracie Jones | Director of Client Experience & Engagement

Tracie Jones Bio

Cliff Bassett | Vice President of Business Development

Cliff Bassett | Vice President of Business Development

Cliff Bassett | Vice President of Business Development

Cliff Bassett Bio

 Our Team is Comprised of Genuinely Gifted Minds and Strong Values

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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Luke 6:31

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