She will tell you that she’s the master of first impressions, the director of smiles, and the ambassador of offering ice cold beverages to all our in-office clients. But just a receptionist? Oh, no, no, no! That's like saying a unicorn is just a fancy horse with a horn.
If you're dialing in from outside the Lone Star State, fear not - Caitlyn considers herself “the lucky duck” who gets to field clients call first. Ah, the joys of client connection! Bringing happiness through helpfulness is truly a delight for her! Be sure and say hello next time you give us a call.
Her background is primarily in customer service/relations and like the rest of our team, loves her customers! One of the greatest things she enjoys about our company is our pride in keeping and executing on our core values. “Get it done with Integrity” is her favorite! No matter what may be going on, her first priority is the client and helping solve problems they may be facing, and she is excited for more growth and success with PEAK! Chelsea has been married for 1 year and looks forward to starting a family of her own in the Lone Star State.
Over the years, Mrs. Fox has worked for pharmaceutical companies, law firms, insurance agencies, and now helps bring peace of mind to our clients at PEAK American by scheduling appointments with our fantastic advisors. These appointments are crucial as it’s a great opportunity to meet with our advisors and ensure that all of your needs are being met. She truly love helping others learn and be more in tune with taking care of their health.
Outside of work, Brianna is also very passionate about animals, and lives a very active lifestyle. If she’s not at the gym then she might be on an adventure hike with her dogs. She’s also a self-taught artist, creating artwork for others and custom designs on shoes/clothes.
When it comes to PEAK, she truly appreciates working for a company that supports its people inside of the office and the outside. She loves how all our team receives support not only in their job role but if for personal experiences such as birthdays, anniversaries, and engagements. It’s rare than an entire company gets together to support those milestones.
She’s currently in college to improve her skillset, but used to create magic at Disneyland before coming to Texas. Kiara loves learning new things especially when it comes to helping others. She loves to travel, experience new things, and learn about other cultures and the world’s diversity.
Although she’s still young, she’s extremely proud of her accomplishments such as cooking and nail design (two of her favorite hobbies). She also has two Australian shepherds who she absolutely adores.
Kiara will tell you that PEAK American is full of amazing people that show grace, kindness and always demonstrate what it feels like to work for a company that feels like family. Being in the scheduling department means she gets to help answer a lot of questions clients have and set appointments in order to best serve them on their time. She loves working alongside some of the best staff and is proud to be part of the family!
Joselin is also very passionate about Mexican cuisine. Given her bi-cultural background, she’s always been surrounded by it and it working on ways to create healthier versions of popular latin cuisine.
She enjoys being a part the PEAK family because of the company culture, work-life balance, and goal orientated leadership. She love the constant motivation and challenges, so she can grow and be the best version of herself in and out of the workplace.
With over 10 years of experience in customer service and hospitality management and an impressive transition into the finance world, John has become a trusted advisor for clients seeking expert guidance in retirement planning. After successfully managing and leading teams in the highly demanding and fastpaced hospitality industry, John decided to pursue a new career path that aligned with his passion for finance which helps individuals secure their financial futures. John made a seamless transition to the financial sector, leveraging his exceptional leadership skills, strong analytical mindset, and commitment to customer service. For the past 8 years, John has honed his expertise in retirement planning, providing comprehensive financial solutions tailored to the unique needs and goals of his clients.
Through a meticulous approach, John works closely with individuals and families to develop personalized strategies that optimize wealth preservation, tax efficiency, and legacy planning. John's ability to communicate complex financial concepts in a clear and concise manner has earned him a reputation for being an effective and trusted advisor. John has a genuine passion for empowering his clients to make well-informed decisions about their estates and retirements, ensuring peace of mind and financial security for the future. Outside of his professional career, John enjoys going back to his Alma Mater of Kutztown University to support the music program that he and his wife were a part of, specifically KUMU (Kutztown University Marching Unit). John also plays inline hockey and was a part of his church softball league. The biggest thing he enjoys most now is spending time with his wife, son and daughter doing just about whatever they want!
Born and raised in Philadelphia, Matt developed a strong work ethic and a genuine desire to help others from an early age. After completing his education at James Madison University, he embarked on a career in the financial industry, driven by his love for numbers and the opportunity to make a positive impact on people's lives. He believes in the power of genuine connections and surrounds himself with like-minded individuals who share his passion for personal growth, laughter, and creating lasting memories.
Matt’s genuine love for his profession shines through in his daily interactions with clients. In his role as a financial advisor, Matt strives to simplify the intricacies of investing, retirement planning, and wealth management. He believes that financial education is a key component of achieving financial freedom and works diligently to ensure his clients are well-informed and confident in their financial decisions.
Matt exemplifies the qualities of a dedicated financial advisor who combines expertise, compassion, and a genuine desire to make a difference in the lives of his clients.
Over the years, Scott has helped thousands of families navigate some of the toughest economic times and fast-changing shift in how we live, save, and invest. Over the years he’s developed an even deeper passion and proprietary methodology for empowering clients across the nation to plan their financial future and, more importantly, succeed in their ambitions. Unwavering in his commitment to customer care, Scott is always willing to go the extra mile to provide the kind of exceptional service that’s hard to find in this day in age.
As one of the brightest, yet humble minds in the industry, Scott knows how to solve even the most complex financial enigmas using simple, easy to understand solutions. He also strives to ensure a comfortable, yet thorough approach so his clients feel engaged and at ease knowing that he’s constructing a sound plan, no matter what outcome is needed. His client-first approach aligns with the PEAK belief that we should treat others exactly how we would want to be treated. Scott’s immense industry experience carefully constructed plans and exceptional customer service are just a few reasons why Scott is a top advisor in the DFW area.
Scott specializes in retirement income strategies, comprehensive investment planning, tax-efficient portfolio construction, healthcare plan design, hybrid insurance solutions
John has been with PEAK American for nearly 8 years 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 recently married and hopes to expand his family here in Dallas.
Cliff is a dedicated advisor leader and a true PEAK asset. Despite his heavy travel and busy schedule, he’s always available to our staff and clients, even when it means travelling across the country to ensure someone’s needs are personally taken care of.