Boutique Retirement & Wealth Planning for High Net Worth Families

972.212.9292

Peak American Financial
Peak American Financial

972.212.9292

  • Sign In
  • Create Account
  • My Account

  • Signed in as:

  • filler@godaddy.com

  • My Account

  • Sign out

Signed in as:

filler@godaddy.com

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

Account

  • My Account

  • Sign out

  • Sign In
  • My Account

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.


www.finra.org

www.sipc.org

 

Check the background of your financial professional on FINRA's BrokerCheck.

Copyright 1993-2025 Privacy Rights Reserved

  • whyPEAK
  • Leadership Team
  • Financial Advisors
  • Complimentary Consult
  • Insights
  • Wealth Management
  • Retirement Planning
  • Investment Advisory
  • Estate Planning
  • Client Access
  • Careers
  • CRS
  • Privacy Policy
  • Resources
  • Your Retirement Amplified
  • Retirement Planning Guide
  • Retirement Confidence
  • 2026 Retirement Changes
  • After 50 Whats Next
  • Financial Fitness 2026

Luke 6:31

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept